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
2176
$196K ﹤0.01%
22,635
-1,194
2177
$195K ﹤0.01%
15,588
-74
2178
$195K ﹤0.01%
15,134
-300
2179
$195K ﹤0.01%
9,660
+1,244
2180
$195K ﹤0.01%
21,209
-639
2181
$194K ﹤0.01%
+20,000
2182
$193K ﹤0.01%
27,700
-24,600
2183
$192K ﹤0.01%
13,279
-620
2184
$192K ﹤0.01%
12,327
+711
2185
$191K ﹤0.01%
26,117
+2,800
2186
$188K ﹤0.01%
+40,362
2187
$188K ﹤0.01%
13,435
-807
2188
$187K ﹤0.01%
24,971
-19,706
2189
$185K ﹤0.01%
+11,812
2190
$185K ﹤0.01%
123,188
-397,247
2191
$185K ﹤0.01%
+10,425
2192
$184K ﹤0.01%
12,333
-157
2193
$182K ﹤0.01%
5,497
+499
2194
$178K ﹤0.01%
23,155
+225
2195
$178K ﹤0.01%
33,817
-10,773
2196
$178K ﹤0.01%
+2,070
2197
$176K ﹤0.01%
16,399
+1,748
2198
$176K ﹤0.01%
21,800
-202
2199
$175K ﹤0.01%
40,322
+9,515
2200
$174K ﹤0.01%
37,681
+551
86 87
88
89 90