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
– –
-18,367
2527
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-19,487
2528
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-47,550
2529
– –
-14,160
2530
– –
-19,836
2531
– –
-9,877
2532
– –
-6,422
2533
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-65,055
2534
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-88,764
2535
– –
-1,853
2536
– –
-9,009
2537
– –
-6,475
2538
– –
-6,660
2539
– –
-4,262
2540
– –
-22,726
2541
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-47,129
2542
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-8,000
2543
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-10,021
2544
– –
-6,108
2545
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-3,119
2546
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-35,508
2547
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-49,436
2548
– –
-32,917
2549
– –
-60,709
2550
– –
-26,719
100 101
102
103 104