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
301
$30.8M 0.05%
196,028
-7,260
302
$30.7M 0.05%
125,727
+3,566
303
$30.3M 0.05%
690,153
+9,929
304
$30.3M 0.05%
299,939
-5,827
305
$30.3M 0.05%
312,513
-505,013
306
$30.3M 0.05%
639,062
+561,330
307
$29.9M 0.05%
366,572
+12,077
308
$29.8M 0.05%
297,506
-350,434
309
$29.6M 0.05%
497,524
+23,483
310
$29.5M 0.05%
222,463
-64,540
311
$29.1M 0.05%
549,199
-57,953
312
$29.1M 0.05%
376,360
-20,058
313
$29.1M 0.05%
292,675
-1,409
314
$29.1M 0.05%
272,981
-62,726
315
$28.8M 0.05%
212,303
-52,486
316
$28.8M 0.05%
198,366
+17,524
317
$28.6M 0.05%
700,439
+63,276
318
$28.6M 0.05%
1,911,738
+133,308
319
$28.5M 0.05%
441,617
+11,749
320
$28.4M 0.05%
1,690,769
-242,970
321
$28.2M 0.05%
503,529
+458,141
322
$28M 0.05%
559,000
+185,451
323
$27.9M 0.05%
735,563
+46,554
324
$27.8M 0.05%
591,172
+118,522
325
$27.6M 0.05%
20,941
-518
11 12
13
14 15