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
– –
-13,123
2602
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-47,912
2603
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-33,425
2604
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-12,456
2605
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-20,452
2606
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-2,800
2607
– –
-12,941
2608
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-14,033
2609
– –
-9,426
2610
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-7,549
2611
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-31,906
2612
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-23,035
2613
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-259,082
2614
– –
-10,000
2615
– –
-13,086
2616
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-10,441
2617
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-46,628
2618
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-1,268
2619
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-6,420
2620
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-2,368
2621
– –
-2,064
2622
– –
-40,034
2623
– –
-10,261
2624
– –
-11,729
2625
– –
-20,116
103 104
105
106 107