Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,606
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$141M
3
+$135M
4
BND icon
Vanguard Total Bond Market
BND
+$98.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$67.9M

Top Sells

1
+$106M
2
+$105M
3
+$87.1M
4
GM icon
General Motors
GM
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$67M

Sector Composition

1 Technology 12.71%
2 Healthcare 10.46%
3 Financials 8.22%
4 Consumer Discretionary 7.68%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2.42M 0.01%
37,795
+656
952
$2.41M 0.01%
17,580
-2,117
953
$2.4M 0.01%
43,718
+23,251
954
$2.4M 0.01%
6,493
-1,539
955
$2.4M 0.01%
74,670
-16,966
956
$2.39M 0.01%
113,784
+32,009
957
$2.37M 0.01%
57,720
+1,386
958
$2.36M 0.01%
72,411
+28,865
959
$2.35M 0.01%
103,665
-2,207
960
$2.34M 0.01%
61,104
-18,444
961
$2.33M 0.01%
33,130
-23,160
962
$2.31M 0.01%
76,064
+5,533
963
$2.31M 0.01%
56,837
+15,808
964
$2.31M 0.01%
114,240
-2,841
965
$2.3M 0.01%
677,437
+162,695
966
$2.3M 0.01%
53,400
-2,655
967
$2.3M 0.01%
53,785
+6,519
968
$2.29M 0.01%
80,348
-11,098
969
$2.29M 0.01%
9,033
-13,284
970
$2.29M 0.01%
80,313
-14,172
971
$2.28M 0.01%
45,565
+10,431
972
$2.27M 0.01%
22,900
-5,066
973
$2.27M 0.01%
39,816
-957
974
$2.26M 0.01%
64,583
+14,346
975
$2.26M 0.01%
18,809
-57,547
37 38
39
40 41