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
2501
$119K ﹤0.01%
+20,018
2502
$117K ﹤0.01%
+12,849
2503
$116K ﹤0.01%
4,381
-12,693
2504
$116K ﹤0.01%
17,458
-8,950
2505
$115K ﹤0.01%
11,064
+474
2506
$115K ﹤0.01%
11,740
+1,057
2507
$115K ﹤0.01%
39,328
-1,000
2508
$114K ﹤0.01%
15,475
-17,933
2509
$109K ﹤0.01%
+11,965
2510
$109K ﹤0.01%
12,300
2511
$108K ﹤0.01%
21,166
-2,948
2512
$106K ﹤0.01%
+11,500
2513
$106K ﹤0.01%
5,407
+12
2514
$105K ﹤0.01%
+12,038
2515
$104K ﹤0.01%
+12,933
2516
$104K ﹤0.01%
15,000
-2,000
2517
$104K ﹤0.01%
50,016
2518
$99K ﹤0.01%
10,766
+1,017
2519
$96K ﹤0.01%
11,939
2520
$96K ﹤0.01%
20,664
-11,136
2521
$95K ﹤0.01%
45,000
2522
$95K ﹤0.01%
14,033
-3,638
2523
$94K ﹤0.01%
10,062
-3,723
2524
$90K ﹤0.01%
12,139
-3,000
2525
$88K ﹤0.01%
11,594
-2,872
99 100
101
102 103