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
2751
– –
-6,436
2752
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-20,206
2753
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-11,000
2754
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-9,132
2755
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-8,069
2756
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-24,497
2757
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-80,240
2758
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-10,534
2759
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-21,028
2760
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-35,880
2761
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-28,514
2762
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-6,510
2763
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-45,454
2764
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-62,082
2765
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-10,749
2766
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-4,341
2767
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-2,718
2768
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-4,716
2769
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-67,550
2770
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-7,789
2771
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-28,167
2772
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-8,629
2773
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-1,132
2774
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-15,441
2775
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-36,716
108 109 110
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