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
2101
$224K ﹤0.01%
+7,467
2102
$223K ﹤0.01%
+9,281
2103
$223K ﹤0.01%
17,537
2104
$223K ﹤0.01%
+263
2105
$222K ﹤0.01%
11,214
-5,564
2106
$222K ﹤0.01%
+18,762
2107
$222K ﹤0.01%
9,998
+206
2108
$222K ﹤0.01%
6,225
-16,451
2109
$222K ﹤0.01%
11,550
-1,700
2110
$221K ﹤0.01%
10,617
-8,785
2111
$221K ﹤0.01%
23,458
-615
2112
$220K ﹤0.01%
8,152
-1,424
2113
$220K ﹤0.01%
+12,319
2114
$220K ﹤0.01%
15,105
-42,326
2115
$220K ﹤0.01%
18,127
+7,773
2116
$219K ﹤0.01%
21,956
-6,064
2117
$219K ﹤0.01%
16,011
-83
2118
$219K ﹤0.01%
11,043
2119
$218K ﹤0.01%
+9,247
2120
$218K ﹤0.01%
+5,143
2121
$218K ﹤0.01%
+4,113
2122
$218K ﹤0.01%
+14,723
2123
$217K ﹤0.01%
16,838
+1,609
2124
$217K ﹤0.01%
19,912
-6,763
2125
$217K ﹤0.01%
23,350
83 84
85
86 87