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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$205M
3
+$138M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100M
5
TSN icon
Tyson Foods
TSN
+$70M

Top Sells

1
+$65.9M
2
+$60.6M
3
+$56.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.8M
5
WFC icon
Wells Fargo
WFC
+$52.9M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.3M 0.09%
709,746
-185,448
227
$34.9M 0.09%
360,700
+20,167
228
$34.7M 0.09%
1,124,138
-205,704
229
$34.4M 0.09%
216,212
-2,394
230
$33.5M 0.09%
220,081
-15,205
231
$33.5M 0.09%
1,272,704
+480,293
232
$33.3M 0.09%
126,713
-20,704
233
$33.2M 0.09%
401,897
+30,951
234
$32.9M 0.09%
3,219,636
-66,090
235
$32.7M 0.09%
527,372
-174,565
236
$32.2M 0.08%
290,356
+49,125
237
$32.2M 0.08%
884,566
-18,370
238
$32.1M 0.08%
65,732
+26,797
239
$31.9M 0.08%
653,889
-75,191
240
$31.8M 0.08%
100,603
+6,806
241
$31.8M 0.08%
387,998
-19,700
242
$31.6M 0.08%
149,314
+28,216
243
$31M 0.08%
198,392
+4,032
244
$30.7M 0.08%
1,503,160
-41,244
245
$30.7M 0.08%
136,749
+5,426
246
$30.6M 0.08%
305,712
+24,392
247
$30.5M 0.08%
1,252,216
-70,706
248
$29.8M 0.08%
812,019
-4,315
249
$29.7M 0.08%
986,432
+84,164
250
$29.6M 0.08%
278,465
+23,135
8 9
10
11 12