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
1026
$2M ﹤0.01%
39,801
-883
1027
$2M ﹤0.01%
147,220
1028
$1.99M ﹤0.01%
73,966
-7,238
1029
$1.99M ﹤0.01%
10,646
+35
1030
$1.99M ﹤0.01%
40,741
+94
1031
$1.98M ﹤0.01%
117,810
-16,643
1032
$1.97M ﹤0.01%
35,608
-11,443
1033
$1.97M ﹤0.01%
+43,694
1034
$1.96M ﹤0.01%
+51,350
1035
$1.96M ﹤0.01%
51,840
-1,030
1036
$1.96M ﹤0.01%
51,464
+17
1037
$1.95M ﹤0.01%
+163,921
1038
$1.95M ﹤0.01%
29,516
+3,920
1039
$1.94M ﹤0.01%
16,219
+2,485
1040
$1.93M ﹤0.01%
30,452
-5,499
1041
$1.93M ﹤0.01%
71,396
-1,982
1042
$1.93M ﹤0.01%
+47,135
1043
$1.92M ﹤0.01%
316,382
-534,801
1044
$1.92M ﹤0.01%
+231,325
1045
$1.92M ﹤0.01%
102,897
-80,540
1046
$1.91M ﹤0.01%
104,941
-51,573
1047
$1.91M ﹤0.01%
39,655
-38,146
1048
$1.9M ﹤0.01%
72,576
+168
1049
$1.9M ﹤0.01%
170,006
-1,049,468
1050
$1.9M ﹤0.01%
46,837
+1,448
40 41
42
43 44