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
1701
$427K ﹤0.01%
83,252
+9,998
1702
$426K ﹤0.01%
41,806
+998
1703
$424K ﹤0.01%
+9,028
1704
$423K ﹤0.01%
15,067
-1,375
1705
$423K ﹤0.01%
33,695
+88
1706
$423K ﹤0.01%
24,725
-14
1707
$423K ﹤0.01%
59,611
+18,475
1708
$422K ﹤0.01%
22,393
+246
1709
$422K ﹤0.01%
19,420
-2,909
1710
$420K ﹤0.01%
+16,173
1711
$419K ﹤0.01%
28,844
+2,220
1712
$419K ﹤0.01%
36,342
+4,681
1713
$418K ﹤0.01%
+12,986
1714
$418K ﹤0.01%
44,894
-44,478
1715
$417K ﹤0.01%
25,242
+1,540
1716
$417K ﹤0.01%
12,894
+85
1717
$415K ﹤0.01%
11,021
-504
1718
$415K ﹤0.01%
50,252
+1,880
1719
$414K ﹤0.01%
21,873
+1,000
1720
$414K ﹤0.01%
+12,423
1721
$414K ﹤0.01%
41,219
+25,756
1722
$414K ﹤0.01%
9,380
-789
1723
$413K ﹤0.01%
+7,707
1724
$413K ﹤0.01%
32,491
+6,711
1725
$409K ﹤0.01%
36,040
-3,036
67 68
69
70 71