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
1826
$351K ﹤0.01%
+27,035
1827
$351K ﹤0.01%
25,796
+3,204
1828
$351K ﹤0.01%
+5,697
1829
$351K ﹤0.01%
+27,424
1830
$350K ﹤0.01%
11,422
-1,458
1831
$350K ﹤0.01%
6,638
-100
1832
$350K ﹤0.01%
8,237
+1,300
1833
$349K ﹤0.01%
4,735
+45
1834
$349K ﹤0.01%
22,300
1835
$348K ﹤0.01%
+10,634
1836
$348K ﹤0.01%
+8,140
1837
$347K ﹤0.01%
6,361
-75
1838
$345K ﹤0.01%
37,416
-727
1839
$345K ﹤0.01%
11,865
-4
1840
$344K ﹤0.01%
+14,504
1841
$344K ﹤0.01%
38,798
+32
1842
$344K ﹤0.01%
+4,524
1843
$344K ﹤0.01%
15,798
-22,704
1844
$343K ﹤0.01%
11,824
-47
1845
$343K ﹤0.01%
21,208
1846
$342K ﹤0.01%
25,317
-16,749
1847
$342K ﹤0.01%
8,018
-323
1848
$342K ﹤0.01%
34,571
-2,198
1849
$341K ﹤0.01%
6,596
+899
1850
$340K ﹤0.01%
21,115
+25
72 73
74
75 76