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
1451
$675K ﹤0.01%
+20,678
1452
$675K ﹤0.01%
30,908
-7,794
1453
$674K ﹤0.01%
24,152
1454
$674K ﹤0.01%
20,506
-2,145
1455
$673K ﹤0.01%
32,975
+351
1456
$671K ﹤0.01%
10,785
+847
1457
$668K ﹤0.01%
14,216
+9,898
1458
$667K ﹤0.01%
17,042
-3,943
1459
$667K ﹤0.01%
25,586
1460
$667K ﹤0.01%
+15,542
1461
$666K ﹤0.01%
13,439
-5,301
1462
$664K ﹤0.01%
3,518
-2,639
1463
$664K ﹤0.01%
9,661
-8,278
1464
$664K ﹤0.01%
40,682
-67,138
1465
$664K ﹤0.01%
31,064
-3,544
1466
$662K ﹤0.01%
14,227
+652
1467
$661K ﹤0.01%
43,055
+13,075
1468
$661K ﹤0.01%
61,262
+4,889
1469
$659K ﹤0.01%
5,793
+2,454
1470
$659K ﹤0.01%
11,625
-1,933
1471
$659K ﹤0.01%
+13,019
1472
$656K ﹤0.01%
59,638
-1,351
1473
$656K ﹤0.01%
47,728
-2,104
1474
$656K ﹤0.01%
18,946
-59
1475
$655K ﹤0.01%
7,044
+331
57 58
59
60 61