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
1551
$557K ﹤0.01%
6,159
-155
1552
$557K ﹤0.01%
28,036
-75
1553
$557K ﹤0.01%
11,275
-335
1554
$555K ﹤0.01%
20,508
+11,473
1555
$555K ﹤0.01%
+6,520
1556
$554K ﹤0.01%
32,609
+5,434
1557
$552K ﹤0.01%
6,437
+1,730
1558
$552K ﹤0.01%
4,532
+1,589
1559
$551K ﹤0.01%
+21,666
1560
$551K ﹤0.01%
36,012
+14,289
1561
$549K ﹤0.01%
32,620
-3,829
1562
$546K ﹤0.01%
20,074
+3,174
1563
$546K ﹤0.01%
18,960
+14,267
1564
$544K ﹤0.01%
43,306
-3,105
1565
$544K ﹤0.01%
6,204
-41,323
1566
$543K ﹤0.01%
10,245
-2,419
1567
$542K ﹤0.01%
5,581
-1,358
1568
$541K ﹤0.01%
11,771
-1,415
1569
$539K ﹤0.01%
45,455
-12
1570
$538K ﹤0.01%
116,978
+25,793
1571
$537K ﹤0.01%
9,743
-8,141
1572
$536K ﹤0.01%
11,772
-3,150
1573
$536K ﹤0.01%
17,728
+230
1574
$536K ﹤0.01%
+26,000
1575
$535K ﹤0.01%
48,197
+3,754
61 62
63
64 65