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
1301
$983K ﹤0.01%
42,460
+980
1302
$982K ﹤0.01%
10,875
+3,702
1303
$979K ﹤0.01%
39,576
-8,347
1304
$975K ﹤0.01%
20,700
-958
1305
$973K ﹤0.01%
56,454
+1,876
1306
$971K ﹤0.01%
61,517
-2,128
1307
$970K ﹤0.01%
97,664
-40,542
1308
$968K ﹤0.01%
15,421
-140,688
1309
$965K ﹤0.01%
36,329
-10,817
1310
$961K ﹤0.01%
45,841
+24,520
1311
$961K ﹤0.01%
5,631
+483
1312
$961K ﹤0.01%
5,324
-4,472
1313
$961K ﹤0.01%
113,732
-14,507
1314
$957K ﹤0.01%
30,050
-4,794
1315
$956K ﹤0.01%
170,258
-17,649
1316
$949K ﹤0.01%
6,337
+930
1317
$949K ﹤0.01%
62,462
+53
1318
$948K ﹤0.01%
59,630
+3,021
1319
$944K ﹤0.01%
36,894
+1,733
1320
$929K ﹤0.01%
76,196
-8,161
1321
$929K ﹤0.01%
31,507
-4,489
1322
$927K ﹤0.01%
5,785
+38
1323
$920K ﹤0.01%
+42,200
1324
$920K ﹤0.01%
52,256
+1,389
1325
$919K ﹤0.01%
117,410
+66,224
51 52
53
54 55