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
2701
– –
-11,478
2702
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-6,355
2703
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-2,785
2704
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-6,024
2705
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-5,000
2706
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-11,367
2707
– –
-15,796
2708
– –
-6,216
2709
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-247,352
2710
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-2,000
2711
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-3,929
2712
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-3,900
2713
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-19,541
2714
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-11,715
2715
– –
-25,141
2716
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-12,838
2717
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-2,077
2718
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-1,961
2719
– –
-27,905
2720
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-1,528
2721
– –
-84,087
2722
– –
-16,758
2723
– –
-5,475
2724
– –
-8,778
2725
– –
-5,750
107 108
109
110 111