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
251
$39M 0.07%
386,447
-10,967
252
$38.8M 0.07%
1,060,624
+501,861
253
$38.7M 0.07%
472,286
-1,733
254
$38.3M 0.07%
451,781
+36,393
255
$38M 0.07%
1,082,640
+711,133
256
$38M 0.07%
215,301
-28,281
257
$37.7M 0.07%
1,217,108
-36,574
258
$37.6M 0.07%
117,765
-6,749
259
$37.6M 0.07%
147,775
-3,807
260
$37.6M 0.07%
776,292
+546,529
261
$37.5M 0.07%
176,958
-14,066
262
$37.1M 0.07%
493,600
-49,940
263
$36.9M 0.06%
922,762
+12,322
264
$36.8M 0.06%
422,688
-5,363
265
$36.8M 0.06%
599,939
-99,143
266
$36.7M 0.06%
740,608
+33,578
267
$36.6M 0.06%
437,357
+48,708
268
$36.6M 0.06%
508,077
+34,696
269
$36.3M 0.06%
294,579
+16,182
270
$36.2M 0.06%
1,306,300
+215,000
271
$36.2M 0.06%
717,892
-183,959
272
$36.1M 0.06%
1,098,057
+24,354
273
$36M 0.06%
1,251,253
-19,755
274
$35.8M 0.06%
191,681
-12,633
275
$35.8M 0.06%
109,743
+2,812
9 10
11
12 13