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
1576
$533K ﹤0.01%
8,087
+13
1577
$533K ﹤0.01%
+15,019
1578
$533K ﹤0.01%
36,884
-709
1579
$531K ﹤0.01%
17,251
-32,904
1580
$530K ﹤0.01%
+9,719
1581
$528K ﹤0.01%
14,332
-12,342
1582
$527K ﹤0.01%
61,165
+45,723
1583
$527K ﹤0.01%
2,669
-81
1584
$527K ﹤0.01%
9,807
-107
1585
$525K ﹤0.01%
10,412
-6,788
1586
$524K ﹤0.01%
68,894
-11,978
1587
$523K ﹤0.01%
+21,179
1588
$523K ﹤0.01%
20,843
+8,141
1589
$523K ﹤0.01%
+8,708
1590
$520K ﹤0.01%
11,163
1591
$520K ﹤0.01%
5,461
+2,079
1592
$519K ﹤0.01%
28,962
+2,291
1593
$517K ﹤0.01%
31,686
-110,182
1594
$517K ﹤0.01%
28,492
-7,708
1595
$516K ﹤0.01%
64,996
+5,211
1596
$516K ﹤0.01%
+43,814
1597
$515K ﹤0.01%
11,205
-427
1598
$515K ﹤0.01%
6,580
-105
1599
$515K ﹤0.01%
4,963
-2,316
1600
$514K ﹤0.01%
+6,849
62 63
64
65 66