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
1926
$305K ﹤0.01%
5,960
-1,974
1927
$305K ﹤0.01%
11,150
+930
1928
$303K ﹤0.01%
15,496
-4,724
1929
$303K ﹤0.01%
34,097
-6,352
1930
$302K ﹤0.01%
21,649
-7
1931
$299K ﹤0.01%
14,472
-11,668
1932
$298K ﹤0.01%
23,000
+4,000
1933
$298K ﹤0.01%
72,349
+57,349
1934
$297K ﹤0.01%
+6,285
1935
$297K ﹤0.01%
40,421
-6,861
1936
$297K ﹤0.01%
9,595
-331
1937
$297K ﹤0.01%
5,982
-3,747
1938
$297K ﹤0.01%
+5,989
1939
$296K ﹤0.01%
3,819
+685
1940
$296K ﹤0.01%
+24,110
1941
$296K ﹤0.01%
22,500
1942
$295K ﹤0.01%
13,264
-2,289
1943
$294K ﹤0.01%
+20,172
1944
$293K ﹤0.01%
23,014
-900
1945
$292K ﹤0.01%
2,622
+549
1946
$292K ﹤0.01%
+24,881
1947
$291K ﹤0.01%
10,766
-13,613
1948
$291K ﹤0.01%
+83,851
1949
$290K ﹤0.01%
17,267
-2,028
1950
$290K ﹤0.01%
20,272
-9,477
76 77
78
79 80