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
1501
$615K ﹤0.01%
6,253
+2,311
1502
$615K ﹤0.01%
15,602
-1,837
1503
$613K ﹤0.01%
18,095
+4,687
1504
$613K ﹤0.01%
25,624
+106
1505
$612K ﹤0.01%
14,553
-21
1506
$612K ﹤0.01%
+24,000
1507
$611K ﹤0.01%
33,425
+1,789
1508
$611K ﹤0.01%
13,757
-1,332
1509
$611K ﹤0.01%
10,321
-1,162
1510
$611K ﹤0.01%
+22,155
1511
$608K ﹤0.01%
16,716
-672
1512
$608K ﹤0.01%
64,602
-26,470
1513
$608K ﹤0.01%
27,081
-400
1514
$608K ﹤0.01%
37,794
+3,647
1515
$607K ﹤0.01%
22,765
-2,826
1516
$605K ﹤0.01%
4,885
-769
1517
$603K ﹤0.01%
25,559
-106,514
1518
$602K ﹤0.01%
22,021
-4,805
1519
$602K ﹤0.01%
968
+184
1520
$602K ﹤0.01%
2,487
+857
1521
$601K ﹤0.01%
2,915
-1,226
1522
$600K ﹤0.01%
+9,012
1523
$596K ﹤0.01%
4,448
-858
1524
$592K ﹤0.01%
39,834
-1,270
1525
$592K ﹤0.01%
14,234
59 60
61
62 63