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
1526
$588K ﹤0.01%
11,916
-620
1527
$588K ﹤0.01%
43,229
-21,677
1528
$587K ﹤0.01%
8,796
-477
1529
$587K ﹤0.01%
19,291
-7,597
1530
$587K ﹤0.01%
9,904
+243
1531
$584K ﹤0.01%
27,481
-4,405
1532
$582K ﹤0.01%
35,480
+1,503
1533
$581K ﹤0.01%
9,659
-1,928
1534
$580K ﹤0.01%
3,564
+33
1535
$576K ﹤0.01%
39,850
1536
$571K ﹤0.01%
15,162
+378
1537
$571K ﹤0.01%
27,792
-40
1538
$570K ﹤0.01%
45,885
-7,389
1539
$570K ﹤0.01%
29,162
-521
1540
$569K ﹤0.01%
20,609
-2,805
1541
$567K ﹤0.01%
67,426
-145,917
1542
$565K ﹤0.01%
20,313
-7,773
1543
$565K ﹤0.01%
+11,573
1544
$564K ﹤0.01%
142,703
1545
$562K ﹤0.01%
10,305
-59,992
1546
$562K ﹤0.01%
8,642
+1,006
1547
$561K ﹤0.01%
41,739
1548
$559K ﹤0.01%
53,426
+2,988
1549
$558K ﹤0.01%
3,427
1550
$558K ﹤0.01%
11,536
+834
60 61
62
63 64