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
1726
$408K ﹤0.01%
17,184
+1,154
1727
$408K ﹤0.01%
33,527
+408
1728
$408K ﹤0.01%
55,507
1729
$407K ﹤0.01%
+47,058
1730
$407K ﹤0.01%
22,488
+155
1731
$407K ﹤0.01%
+9,710
1732
$406K ﹤0.01%
+18,608
1733
$405K ﹤0.01%
11,854
-4,263
1734
$404K ﹤0.01%
9,900
+2,500
1735
$404K ﹤0.01%
56,712
+12,627
1736
$403K ﹤0.01%
32,984
-7,731
1737
$403K ﹤0.01%
53,354
-9,693
1738
$402K ﹤0.01%
4,623
+505
1739
$402K ﹤0.01%
3,448
-45
1740
$402K ﹤0.01%
15,510
-625
1741
$401K ﹤0.01%
42,853
+27,389
1742
$400K ﹤0.01%
+8,320
1743
$399K ﹤0.01%
+4,696
1744
$399K ﹤0.01%
10,856
+482
1745
$399K ﹤0.01%
40,671
-20
1746
$399K ﹤0.01%
+14,225
1747
$399K ﹤0.01%
29,366
+34
1748
$397K ﹤0.01%
16,755
+1,621
1749
$397K ﹤0.01%
3,997
-5,067
1750
$397K ﹤0.01%
16,142
-1
68 69
70
71 72