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
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$11.7K ﹤0.01%
36,667
2502
$9.8K ﹤0.01%
800
2503
$9.74K ﹤0.01%
+16,125
2504
$9.24K ﹤0.01%
+1,002
2505
$9.12K ﹤0.01%
598
-1,038
2506
$8.48K ﹤0.01%
673
2507
$7.28K ﹤0.01%
1,354
2508
$6.72K ﹤0.01%
10,166
2509
– –
0
2510
$2.54K ﹤0.01%
18,165
2511
$1.88K ﹤0.01%
400
2512
$1.68K ﹤0.01%
10,000
2513
$1.49K ﹤0.01%
1,000
2514
– –
-20,129
2515
– –
-5,131
2516
– –
-115,350
2517
– –
-6,053
2518
– –
-71,835
2519
– –
-5,996
2520
– –
-12,422
2521
– –
-18,090
2522
– –
-4,280
2523
– –
-11,915
2524
– –
-13,554
2525
– –
-7,448
99 100
101
102 103