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
2701
– –
-1,132
2702
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-15,441
2703
– –
-18,962
2704
– –
-3,477
2705
– –
-6,410
2706
– –
-7,920
2707
– –
-8,979
2708
– –
-5,480
2709
– –
-120,500
2710
– –
-11,239
2711
– –
-36,716
2712
– –
-268,165
2713
– –
-3,190
2714
– –
-11,478
2715
– –
-28,348
2716
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-6,355
2717
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-2,785
2718
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-6,024
2719
– –
-5,300
2720
– –
-7,169
2721
– –
-14,694
2722
– –
-17,905
2723
– –
-9,828
2724
– –
-8,968
2725
– –
-9,562
107 108
109
110 111