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
2401
– –
-363,217
2402
– –
-27,306
2403
– –
-1,898
2404
– –
-578
2405
– –
-19,085
2406
– –
-6,046
2407
– –
-13,883
2408
– –
-24,375
2409
– –
-59,031
2410
– –
-514
2411
– –
-12,604
2412
– –
-45,285
2413
– –
-3,915
2414
– –
-14,085
2415
– –
-36,527
2416
– –
-25,481
2417
– –
-14,956
2418
– –
-10,637
2419
– –
-2,686
2420
– –
-19,456
2421
– –
-60,434
2422
– –
-1,056
2423
– –
-6,607
2424
– –
-12,912
2425
– –
-10,010
95 96
97
98 99