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
2201
$174K ﹤0.01%
+11,245
2202
$172K ﹤0.01%
12,978
-22
2203
$171K ﹤0.01%
14,200
-2,850
2204
$171K ﹤0.01%
19,900
+6,750
2205
$170K ﹤0.01%
16,390
-143,264
2206
$169K ﹤0.01%
+50,000
2207
$169K ﹤0.01%
19,659
2208
$168K ﹤0.01%
23,144
2209
$167K ﹤0.01%
18,511
-1,022
2210
$166K ﹤0.01%
4,438
+288
2211
$164K ﹤0.01%
12,943
-2,646
2212
$161K ﹤0.01%
19,563
-3,536
2213
$161K ﹤0.01%
12,578
+40
2214
$161K ﹤0.01%
16,535
+838
2215
$160K ﹤0.01%
+17,208
2216
$159K ﹤0.01%
11,705
-13,578
2217
$159K ﹤0.01%
17,881
-42,724
2218
$155K ﹤0.01%
22,313
+600
2219
$154K ﹤0.01%
24,916
+940
2220
$153K ﹤0.01%
11,431
2221
$151K ﹤0.01%
10,938
-531
2222
$151K ﹤0.01%
13,136
-2,360
2223
$151K ﹤0.01%
+11,323
2224
$150K ﹤0.01%
21,850
+11,850
2225
$150K ﹤0.01%
25,130
-12,039
87 88
89
90 91