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
401
$15.1M 0.04%
428,060
+375,235
402
$15M 0.04%
796,350
-61,865
403
$14.9M 0.04%
312,528
-17,609
404
$14.6M 0.04%
122,704
+1,051
405
$14.5M 0.04%
58,499
-2,597
406
$14.5M 0.04%
1,762,695
-307,268
407
$14.4M 0.04%
140,090
-13,906
408
$14.2M 0.04%
368,829
+176
409
$14.1M 0.04%
555,220
+11,122
410
$14.1M 0.04%
237,444
-4,910
411
$14.1M 0.04%
58,208
+51,520
412
$14M 0.04%
147,593
-4,324
413
$14M 0.04%
453,718
+60,876
414
$13.9M 0.04%
110,967
+12,627
415
$13.9M 0.04%
473,431
-2,710
416
$13.8M 0.04%
272,688
-29,461
417
$13.8M 0.04%
369,781
-73,830
418
$13.8M 0.04%
582,198
-14,112
419
$13.7M 0.04%
252,897
-121,157
420
$13.7M 0.04%
398,386
-649,158
421
$13.6M 0.04%
8,070,575
+1,728,931
422
$13.6M 0.04%
251,929
-10,650
423
$13.5M 0.04%
509,501
-56,640
424
$13.5M 0.04%
8,216
-1,762
425
$13.4M 0.04%
295,901
-47,668
15 16
17
18 19