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
1676
$445K ﹤0.01%
19,380
+2,524
1677
$445K ﹤0.01%
+14,687
1678
$445K ﹤0.01%
+4,585
1679
$444K ﹤0.01%
17,715
-595
1680
$443K ﹤0.01%
17,430
-827
1681
$441K ﹤0.01%
24,854
+11,107
1682
$440K ﹤0.01%
15,993
+1,086
1683
$439K ﹤0.01%
10,482
+2,579
1684
$439K ﹤0.01%
+5,027
1685
$438K ﹤0.01%
12,384
+79
1686
$437K ﹤0.01%
23,711
+333
1687
$435K ﹤0.01%
17,222
-1,061
1688
$432K ﹤0.01%
+13,973
1689
$432K ﹤0.01%
8,523
-1,435
1690
$431K ﹤0.01%
4,720
-1,121
1691
$431K ﹤0.01%
+11,318
1692
$431K ﹤0.01%
38,185
-3,619
1693
$430K ﹤0.01%
48,263
-70,723
1694
$430K ﹤0.01%
+212
1695
$429K ﹤0.01%
17,895
+3,529
1696
$429K ﹤0.01%
11,095
-7,782
1697
$429K ﹤0.01%
34,896
-1,554
1698
$428K ﹤0.01%
157,945
-3,944
1699
$428K ﹤0.01%
50,318
-574
1700
$427K ﹤0.01%
8,941
+1,215
66 67
68
69 70