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
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-269
2527
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-1,828
2528
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-19,703
2529
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-14,101
2530
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-50,016
2531
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-3,219
2532
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-140,800
2533
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-20,387
2534
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-3,140
2535
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-9,071
2536
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-107,667
2537
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-12,120
2538
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-15,220
2539
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-12,300
2540
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-87,990
2541
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-11,319
2542
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-7,300
2543
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-8,643
2544
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-14,250
2545
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2546
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-17,290
2547
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-12,048
2548
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-6,381
2549
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-195,712
2550
– –
-9,209
100 101
102
103 104