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
976
$2.26M 0.01%
67,190
-15,258
977
$2.26M 0.01%
631,244
-76,996
978
$2.26M 0.01%
39,527
979
$2.25M 0.01%
95,746
+43,606
980
$2.24M 0.01%
75,440
+55
981
$2.23M 0.01%
+42,815
982
$2.23M 0.01%
33,244
+3,080
983
$2.23M 0.01%
+105,534
984
$2.23M 0.01%
12,458
+4,469
985
$2.23M 0.01%
75,978
+62,931
986
$2.22M 0.01%
131,590
+1,105
987
$2.21M 0.01%
89,562
-4,323
988
$2.2M 0.01%
9,292
+2,098
989
$2.2M ﹤0.01%
73,844
-3,520
990
$2.19M ﹤0.01%
109,124
+21,128
991
$2.19M ﹤0.01%
+29,982
992
$2.17M ﹤0.01%
31,799
-35,652
993
$2.16M ﹤0.01%
16,618
+390
994
$2.16M ﹤0.01%
40,798
-6,589
995
$2.15M ﹤0.01%
19,139
-1,246
996
$2.14M ﹤0.01%
118,896
-1,520
997
$2.13M ﹤0.01%
40,983
+2,344
998
$2.13M ﹤0.01%
+35,819
999
$2.12M ﹤0.01%
118,422
-17,161
1000
$2.12M ﹤0.01%
101,336
+80,856
38 39
40
41 42