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
326
$27.5M 0.05%
931,002
-7,632
327
$27.3M 0.05%
366,383
-53,378
328
$27.1M 0.05%
205,474
+33,385
329
$27M 0.05%
366,227
+8,867
330
$26.7M 0.05%
166,468
+15,522
331
$26.1M 0.05%
417,694
+11,305
332
$26.1M 0.05%
178,272
+12,776
333
$26.1M 0.05%
705,610
+22,079
334
$25.9M 0.05%
287,770
+42,310
335
$25.7M 0.05%
176,461
-7,039
336
$25.5M 0.04%
658,521
+4,481
337
$25.3M 0.04%
81,301
+13,775
338
$25.2M 0.04%
12,507
-1,012
339
$25.1M 0.04%
429,134
+59,116
340
$24.5M 0.04%
1,475,091
-126,367
341
$24.4M 0.04%
535,538
+104,441
342
$24.3M 0.04%
129,102
+21,512
343
$24.3M 0.04%
44,546
+7,259
344
$24.1M 0.04%
703,213
-6,758
345
$23.7M 0.04%
808,370
+246,684
346
$23.7M 0.04%
42,560
-2,675
347
$23.5M 0.04%
535,023
+41,795
348
$23.4M 0.04%
473,494
-20,437
349
$23.2M 0.04%
93,457
-2,437
350
$23M 0.04%
475,435
-13,176
12 13
14
15 16