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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43M 0.08%
989,952
-13,306
227
$42.9M 0.08%
350,053
+186,771
228
$42.9M 0.08%
450,745
-24,047
229
$42.7M 0.08%
922,062
+10,077
230
$42.6M 0.08%
1,011,163
-82,052
231
$42.5M 0.08%
242,599
-9,951
232
$42.5M 0.08%
547,729
+73,250
233
$42.5M 0.08%
530,894
-13,466
234
$42.3M 0.08%
663,376
-48,859
235
$41.8M 0.08%
317,035
+18,243
236
$41.7M 0.08%
308,287
+210
237
$41.5M 0.08%
157,371
+15,251
238
$41.4M 0.08%
197,054
-25,616
239
$41.1M 0.08%
1,217,600
+34,061
240
$40.5M 0.07%
725,801
-18,120
241
$40.5M 0.07%
301,193
+27,235
242
$40.5M 0.07%
1,032,995
-30,127
243
$40.4M 0.07%
548,275
+24,183
244
$40.3M 0.07%
722,866
-61,404
245
$39.9M 0.07%
869,627
-49,851
246
$39.5M 0.07%
712,462
+222,766
247
$39.4M 0.07%
584,234
+30,027
248
$39.4M 0.07%
3,542,011
+42,674
249
$39.3M 0.07%
1,361,778
+62,662
250
$39M 0.07%
3,238,535
+50,434
8 9
10
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