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
151
$67.6M 0.15%
692,120
+30,714
152
$67.3M 0.15%
686,904
-6,335
153
$67.2M 0.15%
736,309
+29,770
154
$66.4M 0.15%
851,549
-117,732
155
$66.3M 0.15%
333,063
+4,848
156
$65.5M 0.15%
803,074
+169,351
157
$64.6M 0.15%
367,838
-104,107
158
$64.3M 0.14%
248,835
+7,978
159
$63.5M 0.14%
446,563
+111,162
160
$63.3M 0.14%
4,984,912
-185,520
161
$62.9M 0.14%
1,602,962
-169,112
162
$61.9M 0.14%
536,213
+56,322
163
$61.7M 0.14%
488,735
-15,897
164
$61.6M 0.14%
358,794
-24,668
165
$60.7M 0.14%
367,740
+9,747
166
$60.6M 0.14%
1,082,220
-114,136
167
$60.1M 0.14%
772,466
-7,406
168
$60M 0.14%
1,157,188
+8,100
169
$59.7M 0.13%
1,021,913
+312,167
170
$59.6M 0.13%
1,767,366
-30,025
171
$59.4M 0.13%
1,882,360
+179,800
172
$59.3M 0.13%
955,522
+116,332
173
$58.4M 0.13%
1,919,901
-466,565
174
$58.3M 0.13%
1,125,116
+130,350
175
$57.6M 0.13%
480,523
+6,580
5 6
7
8 9