Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
Financial Select Sector SPDR Fund
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
1
$1.53B 3.43%
4,926,514
+746,537
2
$1.16B 2.6%
5,689,456
-55,362
3
$998M 2.24%
3,234,952
-282,491
4
$957M 2.15%
21,409,248
+970,728
5
$885M 1.99%
9,707,220
-109,100
6
$691M 1.55%
24,686,373
+5,043,990
7
$633M 1.42%
38,577,158
-46,267
8
$549M 1.24%
2,192,790
+38,730
9
$489M 1.1%
3,547,360
+104,300
10
$476M 1.07%
3,383,309
+37,528
11
$463M 1.04%
3,949,257
+184,536
12
$423M 0.95%
2,205,036
-104,130
13
$380M 0.85%
5,147,924
+142,543
14
$379M 0.85%
5,369,060
-87,740
15
$373M 0.84%
3,798,865
+9,170
16
$373M 0.84%
6,764,859
-93,171
17
$369M 0.83%
6,458,538
-542,230
18
$355M 0.8%
4,642,969
+344,029
19
$351M 0.79%
7,516,054
+31,378
20
$341M 0.77%
2,578,660
+22,351
21
$336M 0.76%
5,525,926
-285,530
22
$333M 0.75%
3,637,621
-117,903
23
$318M 0.71%
1,645,697
+112,058
24
$314M 0.71%
2,653,064
+330,186
25
$302M 0.68%
1,219,299
+130,364
1
2 3 4 5