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
2526
– –
-16,560
2527
– –
-16,381
2528
– –
-6,036
2529
– –
-11,019
2530
– –
-16,750
2531
– –
-14,477
2532
– –
-7,109
2533
– –
-12,000
2534
– –
-166,946
2535
– –
-11,678
2536
– –
-7,879
2537
– –
-3,000
2538
– –
-21,902
2539
– –
-5,922
2540
– –
-10,878
2541
– –
-7,057
2542
– –
-3,189
2543
– –
-4,104
2544
– –
-11,465
2545
– –
-11,169
2546
– –
-23,291
2547
– –
-10,638
2548
– –
-6,934
2549
– –
-1,534
2550
– –
-119,614
100 101
102
103 104