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
2326
$30K ﹤0.01%
2,250
2327
$25K ﹤0.01%
10,144
-56
2328
$25K ﹤0.01%
+142,797
2329
$25K ﹤0.01%
19,200
2330
$22K ﹤0.01%
216
-69,600
2331
$22K ﹤0.01%
10,000
2332
$22K ﹤0.01%
36,667
2333
$20K ﹤0.01%
1,000
2334
$19K ﹤0.01%
10,000
-2,000
2335
$18K ﹤0.01%
+205
2336
$17K ﹤0.01%
1,780
2337
$15K ﹤0.01%
+2,220
2338
$14K ﹤0.01%
+607
2339
$13K ﹤0.01%
+482
2340
$13K ﹤0.01%
+322
2341
$13K ﹤0.01%
84
-64,932
2342
$12K ﹤0.01%
10,200
2343
$9K ﹤0.01%
+1,601
2344
$9K ﹤0.01%
36
-9,180
2345
$8K ﹤0.01%
+100
2346
$7K ﹤0.01%
1,342
2347
$7K ﹤0.01%
64
-48,474
2348
$7K ﹤0.01%
52
2349
$5K ﹤0.01%
+193
2350
$5K ﹤0.01%
36,389
92 93
94
95 96