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
2601
– –
-11,756
2602
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-5,659
2603
– –
-1,396
2604
– –
-20,129
2605
– –
-5,131
2606
– –
-115,350
2607
– –
-6,053
2608
– –
-72,443
2609
– –
-5,996
2610
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-12,422
2611
– –
-18,090
2612
– –
-4,280
2613
– –
-11,915
2614
– –
-13,554
2615
– –
-7,448
2616
– –
-31,733
2617
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-15,712
2618
– –
-14,706
2619
– –
-13,776
2620
– –
-18,701
2621
– –
-6,339
2622
– –
-2,857
2623
– –
-15,322
2624
– –
-6,054
2625
– –
-3,437
103 104
105
106 107