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
2751
– –
-17,890
2752
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-19,541
2753
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-3,717
2754
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-11,715
2755
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-25,141
2756
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-12,838
2757
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-2,077
2758
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-17,256
2759
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-7,604
2760
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-8,623
2761
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-13,666
2762
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-20,050
2763
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-5,574
2764
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-12,809
2765
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-9,488
2766
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-3,872
2767
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-11,210
2768
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-1,961
2769
– –
-27,905
2770
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-1,528
2771
– –
-84,087
2772
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-16,758
2773
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-5,475
2774
– –
-8,778
2775
– –
-7,074
108 109 110
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