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
1151
$1.45M ﹤0.01%
13,100
-6,554
1152
$1.45M ﹤0.01%
22,598
+1,970
1153
$1.45M ﹤0.01%
94,801
-8,541
1154
$1.45M ﹤0.01%
82,084
-60,146
1155
$1.44M ﹤0.01%
+48,373
1156
$1.42M ﹤0.01%
12,244
-960
1157
$1.42M ﹤0.01%
15,346
-1,674
1158
$1.42M ﹤0.01%
20,107
+1,568
1159
$1.41M ﹤0.01%
21,653
+6,854
1160
$1.41M ﹤0.01%
70,901
-24,040
1161
$1.4M ﹤0.01%
37,528
-2,846
1162
$1.39M ﹤0.01%
42,756
-5,386
1163
$1.39M ﹤0.01%
123,226
-5,068
1164
$1.39M ﹤0.01%
+43,910
1165
$1.38M ﹤0.01%
21,954
-11
1166
$1.38M ﹤0.01%
50,010
+715
1167
$1.37M ﹤0.01%
27,263
-1,648
1168
$1.37M ﹤0.01%
47,312
-12,415
1169
$1.37M ﹤0.01%
37,709
-43,734
1170
$1.35M ﹤0.01%
109,291
-14,417
1171
$1.35M ﹤0.01%
150,000
-20,000
1172
$1.33M ﹤0.01%
27,872
-1,659
1173
$1.31M ﹤0.01%
8,191
+121
1174
$1.31M ﹤0.01%
24,620
-68,423
1175
$1.31M ﹤0.01%
39,424
-1,597
45 46
47
48 49