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
126
$90.5M 0.2%
2,284,202
-575,202
127
$87.8M 0.2%
1,540,441
-31,835
128
$87.1M 0.2%
1,267,868
+494,974
129
$86.4M 0.19%
592,667
+42,948
130
$86M 0.19%
2,150,438
+411,248
131
$85.3M 0.19%
878,870
-119,595
132
$83.4M 0.19%
1,690,924
+253,772
133
$83.3M 0.19%
153,055
+7,743
134
$82.7M 0.19%
716,242
+197,914
135
$82.2M 0.18%
226,928
+9,531
136
$80.2M 0.18%
1,169,575
-28,474
137
$79.3M 0.18%
915,562
+118,528
138
$79M 0.18%
1,545,830
+1,000,600
139
$78.1M 0.18%
557,166
-17,180
140
$77.7M 0.17%
738,798
-43,049
141
$76.6M 0.17%
965,725
+183,299
142
$76.6M 0.17%
408,940
+89,211
143
$75.4M 0.17%
349,743
-29,770
144
$73.3M 0.16%
952,611
-273,784
145
$72.6M 0.16%
830,752
+27,160
146
$71.7M 0.16%
2,043,359
+69,660
147
$71.2M 0.16%
1,194,124
-189,547
148
$69M 0.16%
395,882
-14,819
149
$68.9M 0.15%
2,197,920
+468,445
150
$68.2M 0.15%
2,547,350
+1,339,085
4 5
6
7 8