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
1601
$514K ﹤0.01%
4,154
-976
1602
$514K ﹤0.01%
5,784
1603
$513K ﹤0.01%
26,000
+1,000
1604
$512K ﹤0.01%
9,975
-160
1605
$509K ﹤0.01%
10,726
+3,117
1606
$507K ﹤0.01%
13,511
-28,382
1607
$506K ﹤0.01%
22,510
+4,436
1608
$505K ﹤0.01%
12,480
+105
1609
$503K ﹤0.01%
37,128
+22,478
1610
$502K ﹤0.01%
54,193
+47
1611
$500K ﹤0.01%
+40,022
1612
$500K ﹤0.01%
8,519
-5,883
1613
$499K ﹤0.01%
25,540
+4,760
1614
$499K ﹤0.01%
+30,196
1615
$499K ﹤0.01%
27,594
+15,111
1616
$498K ﹤0.01%
27,016
+3
1617
$496K ﹤0.01%
15,457
-5,932
1618
$495K ﹤0.01%
5,013
+587
1619
$495K ﹤0.01%
41,120
+4,000
1620
$494K ﹤0.01%
7,948
+2,575
1621
$493K ﹤0.01%
15,018
-2,927
1622
$491K ﹤0.01%
30,985
-7,340
1623
$491K ﹤0.01%
8,766
+1,280
1624
$490K ﹤0.01%
33,177
-4,349
1625
$490K ﹤0.01%
85,715
+3,557
63 64
65
66 67