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
2076
$240K ﹤0.01%
6,594
-11
2077
$239K ﹤0.01%
3,997
-724
2078
$238K ﹤0.01%
+5,285
2079
$238K ﹤0.01%
15,894
+3
2080
$238K ﹤0.01%
+7,583
2081
$237K ﹤0.01%
+5,084
2082
$237K ﹤0.01%
+4,206
2083
$237K ﹤0.01%
4,958
-2,603
2084
$236K ﹤0.01%
+7,579
2085
$234K ﹤0.01%
24,397
+2,434
2086
$233K ﹤0.01%
18,227
-100
2087
$232K ﹤0.01%
25,750
+6,123
2088
$232K ﹤0.01%
8,471
-3,157
2089
$231K ﹤0.01%
4,557
-1,524
2090
$230K ﹤0.01%
7,955
-961
2091
$230K ﹤0.01%
+15,500
2092
$230K ﹤0.01%
8,339
-5,145
2093
$229K ﹤0.01%
19,835
+58
2094
$228K ﹤0.01%
31,850
-2,363
2095
$227K ﹤0.01%
19,045
+11
2096
$227K ﹤0.01%
11,112
+421
2097
$227K ﹤0.01%
9,963
-24,017
2098
$226K ﹤0.01%
10,484
-12,776
2099
$225K ﹤0.01%
27,000
-4,000
2100
$224K ﹤0.01%
19,209
-7,060
82 83
84
85 86