Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
26
$242M 0.64%
1,995,475
+1,689,043
27
$242M 0.64%
5,982,457
-524,349
28
$238M 0.63%
2,165,860
+14,414
29
$232M 0.61%
8,057,090
-155,455
30
$232M 0.61%
928,604
-20,483
31
$226M 0.6%
4,179,563
+958
32
$223M 0.59%
6,474,987
-5,318
33
$211M 0.55%
889,292
+119,171
34
$209M 0.55%
3,523,877
+42,576
35
$207M 0.55%
1,088,935
+115,459
36
$207M 0.54%
2,086,166
+102,197
37
$204M 0.54%
1,522,357
+10,791
38
$200M 0.53%
1,551,353
+20,722
39
$197M 0.52%
3,528,926
-127,043
40
$195M 0.51%
4,522,207
-208,178
41
$194M 0.51%
1,187,542
+16,563
42
$189M 0.5%
4,220,053
+143,999
43
$189M 0.5%
1,305,444
-260,770
44
$186M 0.49%
6,012,332
-437,135
45
$185M 0.49%
5,999,014
+204,751
46
$184M 0.49%
1,382,155
+1,038,462
47
$181M 0.48%
1,637,411
+188,544
48
$181M 0.48%
2,038,311
+624,984
49
$179M 0.47%
882,170
+11,507
50
$179M 0.47%
1,849,212
+154,856
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