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
1201
$1.24M ﹤0.01%
20,245
-3,242
1202
$1.24M ﹤0.01%
10,891
+678
1203
$1.24M ﹤0.01%
32,325
+7,477
1204
$1.24M ﹤0.01%
22,400
-64,383
1205
$1.24M ﹤0.01%
19,514
-371
1206
$1.24M ﹤0.01%
30,238
+3,461
1207
$1.23M ﹤0.01%
49,144
-12,332
1208
$1.23M ﹤0.01%
71,933
+26,286
1209
$1.23M ﹤0.01%
27,647
-900
1210
$1.23M ﹤0.01%
949
+656
1211
$1.22M ﹤0.01%
46,638
-62,375
1212
$1.21M ﹤0.01%
88,156
-16,172
1213
$1.21M ﹤0.01%
11,646
-548
1214
$1.2M ﹤0.01%
18,544
-10
1215
$1.2M ﹤0.01%
20,376
-4,757
1216
$1.2M ﹤0.01%
20,515
+588
1217
$1.2M ﹤0.01%
22,685
-1,364
1218
$1.19M ﹤0.01%
26,321
+2,438
1219
$1.18M ﹤0.01%
17,630
-2,683
1220
$1.18M ﹤0.01%
13,575
+2,341
1221
$1.18M ﹤0.01%
48,459
+171
1222
$1.18M ﹤0.01%
23,885
-2,088
1223
$1.18M ﹤0.01%
20,382
-10,708
1224
$1.18M ﹤0.01%
30,732
-417
1225
$1.18M ﹤0.01%
29,318
+139
47 48
49
50 51