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
2551
– –
-68,743
2552
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-3,979
2553
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-13,602
2554
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-11,876
2555
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-13,519
2556
– –
-10,044
2557
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-6,992
2558
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-22,840
2559
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-19,986
2560
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-22,917
2561
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-13,639
2562
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-17,324
2563
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-2,113
2564
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-30,037
2565
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-58,934
2566
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-10,166
2567
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-13,642
2568
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-23,972
2569
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-27,456
2570
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-11,159
2571
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-4,317
2572
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-26,927
2573
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-10,996
2574
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-14,790
2575
– –
-5,014
100 101 102
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