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
2,818
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
– –
-8,920
2602
– –
-18,600
2603
– –
-11,332
2604
– –
-26,445
2605
– –
-11,040
2606
– –
-25,449
2607
– –
-2,096
2608
– –
-13,600
2609
– –
-3,746
2610
– –
-4,400
2611
– –
-12,000
2612
– –
-9,277
2613
– –
-4,063
2614
– –
-2,376
2615
– –
-10,364
2616
– –
-5,870
2617
– –
-2,249
2618
– –
-17,897
2619
– –
-2,431
2620
– –
-2,397
2621
– –
-4,211
2622
– –
-14,922
2623
– –
-5,368
2624
– –
-2,901
2625
– –
-15,201
103 104
105
106 107