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
101
$112M 0.25%
1,228,407
-95,332
102
$111M 0.25%
850,327
+111,436
103
$110M 0.25%
1,523,166
-109,713
104
$109M 0.25%
1,316,331
+713,496
105
$106M 0.24%
1,752,891
-73,967
106
$104M 0.23%
238,721
+27,096
107
$103M 0.23%
340,851
+25,691
108
$101M 0.23%
790,291
+103,925
109
$99.8M 0.22%
875,394
-43,586
110
$99.5M 0.22%
335,938
-13,108
111
$99.2M 0.22%
1,815,403
+36,910
112
$97.6M 0.22%
267,493
+18,111
113
$97.5M 0.22%
1,558,468
-8,475
114
$97.4M 0.22%
572,445
-42,796
115
$96.4M 0.22%
10,144,920
+922,720
116
$96.3M 0.22%
1,588,658
-242,048
117
$96.2M 0.22%
2,127,505
-524,513
118
$96.2M 0.22%
534,158
-74,816
119
$96M 0.22%
573,625
+126,803
120
$95.8M 0.22%
1,633,802
+363,176
121
$95.7M 0.22%
1,178,878
-27,536
122
$95.6M 0.22%
2,400,882
+3,216
123
$94M 0.21%
1,574,010
+143,319
124
$93.2M 0.21%
1,228,496
-224,820
125
$92M 0.21%
1,151,793
+213,998
3 4
5
6 7