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
2501
– –
-389,110
2502
– –
-7,183
2503
– –
-11,896
2504
– –
-4,052
2505
– –
-12,864
2506
– –
-8,900
2507
– –
-17,352
2508
– –
-7,569
2509
– –
-29,004
2510
– –
-3,864
2511
– –
-207,680
2512
– –
-5,198
2513
– –
-13,590
2514
– –
-16,145
2515
– –
-18,040
2516
– –
-213,247
2517
– –
-50
2518
– –
-4,321
2519
– –
-6,125
2520
– –
-44,957
2521
– –
-510,616
2522
– –
-90,802
2523
– –
-7,936
2524
– –
-16,036
2525
– –
-3,234
99 100
101
102 103