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
1976
$281K ﹤0.01%
+14,103
1977
$281K ﹤0.01%
+14,189
1978
$280K ﹤0.01%
13,265
-36,816
1979
$280K ﹤0.01%
21,265
+390
1980
$279K ﹤0.01%
21,902
+496
1981
$279K ﹤0.01%
23,201
-52,048
1982
$278K ﹤0.01%
8,113
-5,499
1983
$278K ﹤0.01%
18,264
-18,304
1984
$278K ﹤0.01%
21,566
-156,926
1985
$277K ﹤0.01%
23,500
+229
1986
$276K ﹤0.01%
5,709
-1,109
1987
$276K ﹤0.01%
+2,483
1988
$276K ﹤0.01%
+952
1989
$276K ﹤0.01%
12,042
-10,703
1990
$275K ﹤0.01%
9,746
-3,426
1991
$275K ﹤0.01%
24,553
-42,105
1992
$274K ﹤0.01%
93,233
+8,876
1993
$274K ﹤0.01%
24,625
-800
1994
$274K ﹤0.01%
11,809
+1,645
1995
$274K ﹤0.01%
28,672
-5,803
1996
$273K ﹤0.01%
4,719
1997
$273K ﹤0.01%
5,709
-1,537
1998
$272K ﹤0.01%
+5,569
1999
$272K ﹤0.01%
15,351
-2,408
2000
$272K ﹤0.01%
+14,743
78 79
80
81 82