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
1076
$1.77M ﹤0.01%
505,015
+269,053
1077
$1.77M ﹤0.01%
80,000
-60,000
1078
$1.77M ﹤0.01%
12,746
-262
1079
$1.76M ﹤0.01%
189,498
+25,769
1080
$1.75M ﹤0.01%
42,035
-554
1081
$1.75M ﹤0.01%
35,686
+1,863
1082
$1.75M ﹤0.01%
74,698
+2,361
1083
$1.75M ﹤0.01%
54,811
+14,241
1084
$1.75M ﹤0.01%
75,337
-9,045
1085
$1.74M ﹤0.01%
57,042
-630
1086
$1.74M ﹤0.01%
48,973
+4,953
1087
$1.74M ﹤0.01%
37,500
-18,812
1088
$1.74M ﹤0.01%
15,871
+2,047
1089
$1.73M ﹤0.01%
45,601
-9,392
1090
$1.73M ﹤0.01%
33,200
+6,650
1091
$1.72M ﹤0.01%
4,298
+1,071
1092
$1.7M ﹤0.01%
27,492
+10,785
1093
$1.7M ﹤0.01%
48,964
-7,027
1094
$1.7M ﹤0.01%
15,167
-2,987
1095
$1.7M ﹤0.01%
28,350
-9,129
1096
$1.7M ﹤0.01%
116,952
-49,819
1097
$1.69M ﹤0.01%
46,304
+4,237
1098
$1.69M ﹤0.01%
130,115
-180,341
1099
$1.69M ﹤0.01%
47,315
+34,450
1100
$1.68M ﹤0.01%
66,119
+8,629
42 43
44
45 46