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
2126
$216K ﹤0.01%
+4,843
2127
$216K ﹤0.01%
20,280
-1,320
2128
$216K ﹤0.01%
+9,250
2129
$216K ﹤0.01%
16,353
-60,366
2130
$214K ﹤0.01%
15,910
2131
$214K ﹤0.01%
+4,981
2132
$214K ﹤0.01%
8,385
-27
2133
$214K ﹤0.01%
+3,318
2134
$214K ﹤0.01%
16,517
+4,556
2135
$213K ﹤0.01%
+10,911
2136
$212K ﹤0.01%
+7,582
2137
$212K ﹤0.01%
+1,976
2138
$212K ﹤0.01%
+150,212
2139
$211K ﹤0.01%
27,453
+1,187
2140
$211K ﹤0.01%
10,212
-1,450
2141
$211K ﹤0.01%
34,000
2142
$211K ﹤0.01%
2,888
-265
2143
$211K ﹤0.01%
8,000
-209
2144
$210K ﹤0.01%
+10,149
2145
$210K ﹤0.01%
16,835
-19,114
2146
$210K ﹤0.01%
+9,100
2147
$208K ﹤0.01%
+10,568
2148
$208K ﹤0.01%
3,775
2149
$208K ﹤0.01%
+2,768
2150
$208K ﹤0.01%
+16,332
84 85
86
87 88