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
1751
$397K ﹤0.01%
+9,450
1752
$396K ﹤0.01%
37,225
+864
1753
$396K ﹤0.01%
15,854
+1,019
1754
$393K ﹤0.01%
28,661
-664
1755
$393K ﹤0.01%
18,712
-2,556
1756
$393K ﹤0.01%
8,760
-455
1757
$392K ﹤0.01%
+13,250
1758
$392K ﹤0.01%
113,925
+1,675
1759
$391K ﹤0.01%
16,614
-54
1760
$391K ﹤0.01%
+36,849
1761
$390K ﹤0.01%
10,022
-5,533
1762
$389K ﹤0.01%
9,940
-220
1763
$389K ﹤0.01%
14,517
+5,519
1764
$388K ﹤0.01%
49,117
+1,924
1765
$388K ﹤0.01%
8,938
+176
1766
$388K ﹤0.01%
4,541
-22
1767
$386K ﹤0.01%
5,067
1768
$386K ﹤0.01%
+30,782
1769
$386K ﹤0.01%
43,520
-6,865
1770
$386K ﹤0.01%
31,702
-3,265
1771
$384K ﹤0.01%
13,149
-11,179
1772
$382K ﹤0.01%
165,819
+334
1773
$381K ﹤0.01%
48,119
-143
1774
$379K ﹤0.01%
14
1775
$378K ﹤0.01%
3,287
-13
69 70
71
72 73