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
– –
-8,425
2502
– –
-10,389
2503
– –
-15,488
2504
– –
-222,799
2505
– –
-6,953
2506
– –
-11,433
2507
– –
-5,623
2508
– –
-12,977
2509
– –
0
2510
– –
-39,070
2511
– –
-33,510
2512
– –
-7,186
2513
– –
-3,941
2514
– –
-4,759
2515
– –
-16,553
2516
– –
-24,652
2517
– –
-61,468
2518
– –
-47,880
2519
– –
-5,096
2520
– –
-2,728
2521
– –
-10,450
2522
– –
-2,992
2523
– –
-31,318
2524
– –
-5,054
2525
– –
-4,737
99 100
101
102 103