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
2251
$121K ﹤0.01%
1,463
2252
$121K ﹤0.01%
27,697
+1,625
2253
$121K ﹤0.01%
13,750
+646
2254
$121K ﹤0.01%
15,382
2255
$119K ﹤0.01%
+10,447
2256
$119K ﹤0.01%
+17,755
2257
$118K ﹤0.01%
41,284
-275
2258
$118K ﹤0.01%
+1,817
2259
$117K ﹤0.01%
14,281
+1,800
2260
$117K ﹤0.01%
12,235
+1,010
2261
$116K ﹤0.01%
17,851
2262
$115K ﹤0.01%
+660
2263
$114K ﹤0.01%
+213,590
2264
$112K ﹤0.01%
+10,428
2265
$111K ﹤0.01%
2,148
-14,273
2266
$111K ﹤0.01%
10,200
2267
$111K ﹤0.01%
26,984
-701
2268
$109K ﹤0.01%
26,844
-84,366
2269
$107K ﹤0.01%
11,977
-18,707
2270
$103K ﹤0.01%
+11,004
2271
$103K ﹤0.01%
48,792
-6,675
2272
$101K ﹤0.01%
11,572
+244
2273
$100K ﹤0.01%
11,612
-12,530
2274
$97K ﹤0.01%
10,023
2275
$96K ﹤0.01%
11,297
-433
89 90
91
92 93