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
2351
$4K ﹤0.01%
16
-20,980
2352
$4K ﹤0.01%
500
2353
$3K ﹤0.01%
+552
2354
$1K ﹤0.01%
+5
2355
– –
-9,990
2356
– –
-7,449
2357
– –
-21,764
2358
– –
-17,391
2359
– –
-17,242
2360
– –
-12,495
2361
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-52,565
2362
– –
-22,733
2363
– –
-57,089
2364
– –
-6,009
2365
– –
-2,737
2366
– –
-41,851
2367
– –
-15,455
2368
– –
-19,361
2369
– –
-17,210
2370
– –
-15,635
2371
– –
-12,123
2372
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-31,368
2373
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-28,633
2374
– –
-10,905
2375
– –
-11,629
93 94
95
96 97