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
351
$19.4M 0.05%
443,542
-10,142
352
$19.4M 0.05%
958,473
+183,578
353
$19.2M 0.05%
212,484
-7,778
354
$19.1M 0.05%
418,049
-89,232
355
$19.1M 0.05%
383,529
-483
356
$19M 0.05%
1,098,867
-337,865
357
$18.9M 0.05%
205,937
+20,235
358
$18.6M 0.05%
661,496
-20,764
359
$18.3M 0.05%
629,193
+453,018
360
$18.3M 0.05%
486,730
-30,610
361
$18.3M 0.05%
606,289
+277,320
362
$18.3M 0.05%
658,451
-8,613
363
$18.2M 0.05%
1,096,433
-5,459
364
$18.1M 0.05%
224,103
+45,989
365
$18M 0.05%
731,507
+49,110
366
$17.9M 0.05%
365,264
-36,720
367
$17.9M 0.05%
126,200
-20,683
368
$17.9M 0.05%
1,046,620
-4,745
369
$17.8M 0.05%
253,489
-15,392
370
$17.8M 0.05%
173,143
-2,173
371
$17.7M 0.05%
+586,981
372
$17.7M 0.05%
199,409
-3,391
373
$17.7M 0.05%
250,776
+138,918
374
$17.6M 0.05%
492,104
-259,528
375
$17.4M 0.05%
186,775
-435
13 14
15
16 17