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
2301
$65K ﹤0.01%
39,604
-85,771
2302
$62K ﹤0.01%
+1,778
2303
$59K ﹤0.01%
11,000
2304
$59K ﹤0.01%
14,000
2305
$54K ﹤0.01%
15,590
2306
$53K ﹤0.01%
2,200
2307
$52K ﹤0.01%
14,530
+2,374
2308
$51K ﹤0.01%
22,094
2309
$50K ﹤0.01%
4,198
-2,140
2310
$50K ﹤0.01%
922
-4,145
2311
$49K ﹤0.01%
+19,882
2312
$48K ﹤0.01%
10,000
2313
$48K ﹤0.01%
10,039
-5,044
2314
$48K ﹤0.01%
3,080
-125
2315
$48K ﹤0.01%
+1,194
2316
$46K ﹤0.01%
50,000
2317
$43K ﹤0.01%
11,750
2318
$43K ﹤0.01%
12,337
2319
$41K ﹤0.01%
+1,700
2320
$37K ﹤0.01%
1,615
-21,629
2321
$37K ﹤0.01%
4,866
-4,966
2322
$34K ﹤0.01%
500
2323
$34K ﹤0.01%
+1,859
2324
$34K ﹤0.01%
+634
2325
$34K ﹤0.01%
+555
91 92
93
94 95