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
1226
$1.18M ﹤0.01%
21,622
-39,461
1227
$1.17M ﹤0.01%
34,243
-3,710
1228
$1.17M ﹤0.01%
64,487
-3,074
1229
$1.17M ﹤0.01%
36,162
+1,536
1230
$1.17M ﹤0.01%
38,173
-5,737
1231
$1.17M ﹤0.01%
36,498
-212,273
1232
$1.17M ﹤0.01%
32,211
+4,116
1233
$1.17M ﹤0.01%
38,210
-17,585
1234
$1.17M ﹤0.01%
16,363
+5,019
1235
$1.17M ﹤0.01%
39,110
-8,177
1236
$1.16M ﹤0.01%
21,576
+16,463
1237
$1.16M ﹤0.01%
26,513
-6,441
1238
$1.16M ﹤0.01%
49,899
-104,504
1239
$1.16M ﹤0.01%
77,294
+5,201
1240
$1.16M ﹤0.01%
128,835
+11,626
1241
$1.15M ﹤0.01%
28,542
+16,188
1242
$1.15M ﹤0.01%
59,801
-4,829
1243
$1.15M ﹤0.01%
1,296
+607
1244
$1.15M ﹤0.01%
24,520
-45
1245
$1.15M ﹤0.01%
61,460
+2,456
1246
$1.14M ﹤0.01%
36,649
-7,154
1247
$1.14M ﹤0.01%
14,005
+4,091
1248
$1.13M ﹤0.01%
15,084
-1,874
1249
$1.12M ﹤0.01%
162,700
+59,986
1250
$1.12M ﹤0.01%
14,390
+1,025
48 49
50
51 52