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
1001
$2.1M ﹤0.01%
56,299
+1,288
1002
$2.09M ﹤0.01%
81,428
+5,865
1003
$2.08M ﹤0.01%
11,302
-6,076
1004
$2.08M ﹤0.01%
11,437
-707
1005
$2.08M ﹤0.01%
67,995
+15,669
1006
$2.08M ﹤0.01%
53,146
-3,733
1007
$2.06M ﹤0.01%
37,099
+4,239
1008
$2.06M ﹤0.01%
56,367
+268
1009
$2.05M ﹤0.01%
34,774
-9,554
1010
$2.05M ﹤0.01%
6,596
-383
1011
$2.05M ﹤0.01%
73,532
+22,673
1012
$2.04M ﹤0.01%
95,938
+73
1013
$2.04M ﹤0.01%
75,176
-13,112
1014
$2.04M ﹤0.01%
49,552
+1,056
1015
$2.04M ﹤0.01%
54,073
+3,597
1016
$2.04M ﹤0.01%
53,285
-540
1017
$2.04M ﹤0.01%
40,871
-6,345
1018
$2.04M ﹤0.01%
13,543
+95
1019
$2.04M ﹤0.01%
139,694
-123
1020
$2.04M ﹤0.01%
133,671
+1,433
1021
$2.02M ﹤0.01%
84,885
-33,946
1022
$2.02M ﹤0.01%
+89,904
1023
$2.02M ﹤0.01%
74,773
+1,864
1024
$2.01M ﹤0.01%
45,368
-6,953
1025
$2.01M ﹤0.01%
85,627
39 40
41
42 43