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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$205M
3
+$138M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100M
5
TSN icon
Tyson Foods
TSN
+$70M

Top Sells

1
+$65.9M
2
+$60.6M
3
+$56.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.8M
5
WFC icon
Wells Fargo
WFC
+$52.9M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.4M 0.08%
1,328,206
+263,337
252
$29.4M 0.08%
1,015,029
-22,618
253
$29.3M 0.08%
642,662
+33,517
254
$29.3M 0.08%
890,870
-18,665
255
$29.2M 0.08%
714,385
-58,338
256
$29.2M 0.08%
1,181,550
+24,591
257
$29.1M 0.08%
137,856
-16,987
258
$29.1M 0.08%
346,131
-38,022
259
$28.4M 0.07%
1,208,265
+112,101
260
$28.2M 0.07%
517,944
+46,593
261
$28.2M 0.07%
169,115
+19,368
262
$28M 0.07%
1,467,705
-32,388
263
$28M 0.07%
187,802
-70,886
264
$28M 0.07%
427,047
-127,812
265
$28M 0.07%
2,009,009
-394,750
266
$27.8M 0.07%
300,836
-84,969
267
$27.5M 0.07%
393,786
-132,532
268
$27.3M 0.07%
158,126
+3,958
269
$27.1M 0.07%
219,409
-1,149
270
$26.9M 0.07%
457,973
+30,409
271
$26.7M 0.07%
333,309
+20,491
272
$26.7M 0.07%
98
-1
273
$26.6M 0.07%
459,085
-10,850
274
$26.6M 0.07%
2,810,032
-73,370
275
$26.3M 0.07%
159,591
+8,748
9 10
11
12 13