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
2551
– –
-1,059
2552
– –
-3,980
2553
– –
-55,033
2554
– –
-9,821
2555
– –
-14,220
2556
– –
-8,771
2557
– –
-11,755
2558
– –
-11,928
2559
– –
-8,435
2560
– –
-27,571
2561
– –
-550
2562
– –
-10,072
2563
– –
-6,143
2564
– –
-6,431
2565
– –
-10,000
2566
– –
-11,239
2567
– –
-17,290
2568
– –
-12,048
2569
– –
-896,658
2570
– –
-51,933
2571
– –
-2,143
2572
– –
-7,610
2573
– –
-6,114
2574
– –
-6,808
2575
– –
-5,524
101 102
103
104 105