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
1101
$1.68M ﹤0.01%
23,916
-2,494
1102
$1.67M ﹤0.01%
36,687
+20,767
1103
$1.67M ﹤0.01%
12,036
+2,047
1104
$1.67M ﹤0.01%
16,719
+695
1105
$1.66M ﹤0.01%
35,432
+14,008
1106
$1.66M ﹤0.01%
61,988
-1,634
1107
$1.66M ﹤0.01%
13,815
+2,405
1108
$1.66M ﹤0.01%
58,581
-41,056
1109
$1.65M ﹤0.01%
24,065
+845
1110
$1.65M ﹤0.01%
365,072
-19,870
1111
$1.65M ﹤0.01%
61,564
-98,527
1112
$1.64M ﹤0.01%
71,570
-5,068
1113
$1.63M ﹤0.01%
17,148
-13,109
1114
$1.63M ﹤0.01%
26,768
+197
1115
$1.62M ﹤0.01%
96,042
+54,994
1116
$1.61M ﹤0.01%
18,055
-2,447
1117
$1.61M ﹤0.01%
114,000
+30,000
1118
$1.58M ﹤0.01%
111,198
1119
$1.58M ﹤0.01%
43,507
-37,766
1120
$1.58M ﹤0.01%
27,917
-554
1121
$1.58M ﹤0.01%
400,673
-250,137
1122
$1.56M ﹤0.01%
30,966
+5,145
1123
$1.55M ﹤0.01%
10,883
-5,251
1124
$1.55M ﹤0.01%
587,214
+250,899
1125
$1.55M ﹤0.01%
170,839
-16,206
43 44
45
46 47