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
2526
– –
-31,733
2527
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-15,712
2528
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-14,706
2529
– –
-13,776
2530
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-18,701
2531
– –
-6,339
2532
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-8,643
2533
– –
-2,369
2534
– –
-30,850
2535
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-9,824
2536
– –
-2,617
2537
– –
-10,050
2538
– –
-11,043
2539
– –
-13,020
2540
– –
-23,247
2541
– –
-15,800
2542
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-2,298
2543
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-14,917
2544
– –
-49,766
2545
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-11,903
2546
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-12,000
2547
– –
-37,608
2548
– –
-11,339
2549
– –
-13,313
2550
– –
-6,165
100 101
102
103 104