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
1801
$363K ﹤0.01%
7,634
-2,191
1802
$362K ﹤0.01%
28,252
-11,201
1803
$362K ﹤0.01%
12,381
-52,940
1804
$362K ﹤0.01%
6,887
-792
1805
$361K ﹤0.01%
+21,191
1806
$360K ﹤0.01%
5,921
+1,071
1807
$360K ﹤0.01%
+21,669
1808
$360K ﹤0.01%
+4,599
1809
$360K ﹤0.01%
2,981
-126
1810
$360K ﹤0.01%
64,165
+7,110
1811
$359K ﹤0.01%
34,374
+673
1812
$359K ﹤0.01%
34,382
+3,149
1813
$359K ﹤0.01%
56,312
+26,545
1814
$358K ﹤0.01%
17,015
-62
1815
$357K ﹤0.01%
8,209
-626
1816
$356K ﹤0.01%
21,590
-1,461
1817
$356K ﹤0.01%
35,740
1818
$354K ﹤0.01%
+11,196
1819
$354K ﹤0.01%
26,748
+5,868
1820
$354K ﹤0.01%
22,396
-727
1821
$354K ﹤0.01%
7,182
+2,044
1822
$354K ﹤0.01%
15,750
-634
1823
$353K ﹤0.01%
9,794
+130
1824
$353K ﹤0.01%
+14,237
1825
$352K ﹤0.01%
46,253
+2,309
71 72
73
74 75