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
201
$45.5M 0.1%
347,601
+69,136
202
$45.5M 0.1%
238,852
-46,181
203
$45.2M 0.1%
162,056
+12,742
204
$45.2M 0.1%
72,413
+6,681
205
$45.1M 0.1%
1,761,271
-451,699
206
$44.9M 0.1%
728,499
+8,949
207
$44.3M 0.1%
297,220
+27,198
208
$44.2M 0.1%
229,510
-11,181
209
$43.9M 0.1%
357,022
+145,097
210
$43.6M 0.1%
237,605
+49,803
211
$43.2M 0.1%
823,506
-551,395
212
$43.1M 0.1%
521,835
+49,040
213
$42.6M 0.1%
475,797
-308,585
214
$42.4M 0.1%
701,418
+230,679
215
$41.7M 0.09%
292,038
-133,336
216
$41.6M 0.09%
683,682
+608,772
217
$41.3M 0.09%
1,774,962
+307,257
218
$41M 0.09%
811,029
-185,559
219
$41M 0.09%
381,584
-54,269
220
$41M 0.09%
1,004,838
+186,380
221
$40.9M 0.09%
1,265,160
+292,510
222
$40.7M 0.09%
290,230
+267,362
223
$40.7M 0.09%
841,668
-664,804
224
$40.2M 0.09%
261,887
-66,647
225
$39.7M 0.09%
371,966
+78,795
7 8
9
10 11