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
26
$404M 0.71%
1,942,332
-61,174
27
$401M 0.71%
2,988,831
+105,659
28
$385M 0.68%
4,342,255
-146,979
29
$383M 0.67%
7,791,885
+321,460
30
$375M 0.66%
707,413
-3,330
31
$364M 0.64%
5,905,703
-210,118
32
$351M 0.62%
2,140,631
-436
33
$342M 0.6%
3,114,135
+202,329
34
$336M 0.59%
2,784,559
+304,378
35
$326M 0.57%
3,879,519
-247,609
36
$321M 0.57%
2,970,840
+545,452
37
$321M 0.56%
1,847,474
-9,607
38
$317M 0.56%
6,663,414
-265,730
39
$313M 0.55%
609,261
-5,794
40
$301M 0.53%
3,249,610
+32,113
41
$296M 0.52%
36,697,860
+882
42
$282M 0.5%
398,372
+18,685
43
$279M 0.49%
2,809,494
-198,959
44
$274M 0.48%
1,028,039
-413,679
45
$272M 0.48%
3,649,539
+425,145
46
$272M 0.48%
1,422,171
+38,062
47
$266M 0.47%
4,058,340
-303,529
48
$266M 0.47%
2,854,798
-40,449
49
$260M 0.46%
1,711,108
+53,445
50
$254M 0.45%
1,462,360
-246,832
1
2
3 4 5