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
1851
$338K ﹤0.01%
33,184
+5,358
1852
$338K ﹤0.01%
+16,980
1853
$337K ﹤0.01%
14,388
-4,625
1854
$337K ﹤0.01%
+17,079
1855
$335K ﹤0.01%
+5,231
1856
$335K ﹤0.01%
21,980
+191
1857
$335K ﹤0.01%
+4,230
1858
$334K ﹤0.01%
13,926
+394
1859
$334K ﹤0.01%
31,692
-38,128
1860
$334K ﹤0.01%
57,188
-2,025
1861
$334K ﹤0.01%
13,360
-6,021
1862
$334K ﹤0.01%
6,954
-4,741
1863
$334K ﹤0.01%
+10,105
1864
$331K ﹤0.01%
23,831
-44
1865
$330K ﹤0.01%
19,618
-3,709
1866
$330K ﹤0.01%
27,757
-66,972
1867
$330K ﹤0.01%
10,687
-218
1868
$330K ﹤0.01%
+7,586
1869
$330K ﹤0.01%
42,039
-272
1870
$329K ﹤0.01%
4,473
-1,112
1871
$329K ﹤0.01%
+12,288
1872
$329K ﹤0.01%
13,845
+172
1873
$328K ﹤0.01%
+10,268
1874
$327K ﹤0.01%
2,628
-535
1875
$327K ﹤0.01%
6,970
-4,398
73 74
75
76 77