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
326
$21.1M 0.06%
359,643
-45
327
$21.1M 0.06%
423,100
+16,930
328
$21.1M 0.06%
15,681
-2,455
329
$21M 0.06%
333,985
-249,688
330
$20.9M 0.06%
289,798
-5,813
331
$20.9M 0.06%
721,612
-59,314
332
$20.9M 0.05%
210,702
+33,474
333
$20.8M 0.05%
120,502
+4,826
334
$20.8M 0.05%
609,349
+107,699
335
$20.7M 0.05%
391,134
+13,560
336
$20.6M 0.05%
175,109
+12,885
337
$20.6M 0.05%
236,278
+25,635
338
$20.1M 0.05%
219,006
-24,923
339
$20.1M 0.05%
566,091
+31,433
340
$20M 0.05%
302,543
+11,701
341
$19.9M 0.05%
291,746
+268,419
342
$19.9M 0.05%
288,758
+30,372
343
$19.8M 0.05%
2,205,677
-47,429
344
$19.8M 0.05%
183,693
-4,682
345
$19.7M 0.05%
149,048
-3,675
346
$19.7M 0.05%
386,143
+6,288
347
$19.7M 0.05%
1,496,224
-292,061
348
$19.4M 0.05%
491,421
-24,692
349
$19.4M 0.05%
241,004
-8,245
350
$19.4M 0.05%
217,177
+124,364
12 13
14
15 16