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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-3,171
2602
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-17,890
2603
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-3,717
2604
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-17,256
2605
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-7,604
2606
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-8,623
2607
– –
-13,666
2608
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-20,050
2609
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-5,574
2610
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-12,809
2611
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-9,488
2612
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-3,872
2613
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-11,210
2614
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-7,074
2615
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-55,026
2616
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-8,000
2617
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-3,037
2618
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-12,823
2619
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-15,230
2620
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-8,316
2621
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-24,109
2622
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-3,750
2623
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-154,325
2624
– –
-10,700
2625
– –
-4,204
103 104
105
106 107