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
2051
$253K ﹤0.01%
+4,859
2052
$252K ﹤0.01%
+7,605
2053
$251K ﹤0.01%
4,832
2054
$251K ﹤0.01%
20,390
-17,725
2055
$251K ﹤0.01%
+93,728
2056
$250K ﹤0.01%
35,220
2057
$250K ﹤0.01%
+3,295
2058
$249K ﹤0.01%
4,365
+579
2059
$249K ﹤0.01%
+15,620
2060
$248K ﹤0.01%
+41,480
2061
$248K ﹤0.01%
13,322
-14,547
2062
$247K ﹤0.01%
2,128
+508
2063
$247K ﹤0.01%
+1,447
2064
$246K ﹤0.01%
10,454
-15,998
2065
$246K ﹤0.01%
+3,473
2066
$246K ﹤0.01%
12,356
-892
2067
$245K ﹤0.01%
+33,188
2068
$243K ﹤0.01%
11,874
-14,159
2069
$242K ﹤0.01%
+21,555
2070
$242K ﹤0.01%
7,329
+17
2071
$242K ﹤0.01%
86,309
-673,632
2072
$242K ﹤0.01%
+35,200
2073
$240K ﹤0.01%
7,910
-55,158
2074
$240K ﹤0.01%
2,139
-747
2075
$240K ﹤0.01%
3,311
-2,891
81 82
83
84 85