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
1951
$290K ﹤0.01%
3,727
-1,663
1952
$290K ﹤0.01%
+4,125
1953
$289K ﹤0.01%
+10,053
1954
$289K ﹤0.01%
5,204
+401
1955
$288K ﹤0.01%
20,298
-1,106
1956
$288K ﹤0.01%
10,915
-4,725
1957
$288K ﹤0.01%
+173,409
1958
$288K ﹤0.01%
21,275
-897
1959
$287K ﹤0.01%
7,522
-27
1960
$287K ﹤0.01%
19,839
+20
1961
$287K ﹤0.01%
+16,500
1962
$287K ﹤0.01%
+6,468
1963
$286K ﹤0.01%
28,109
-3,408
1964
$285K ﹤0.01%
7,875
-11,841
1965
$285K ﹤0.01%
20,312
-239,716
1966
$285K ﹤0.01%
+2,509
1967
$284K ﹤0.01%
23,598
+17
1968
$284K ﹤0.01%
3,357
-681
1969
$284K ﹤0.01%
38,864
+383
1970
$283K ﹤0.01%
12,178
+579
1971
$283K ﹤0.01%
9,977
-6,602
1972
$283K ﹤0.01%
9,596
+282
1973
$282K ﹤0.01%
27,560
-936
1974
$282K ﹤0.01%
+9,029
1975
$281K ﹤0.01%
+10,750
77 78
79
80 81