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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$13M 0.02%
268,540
-44,270
502
$13M 0.02%
48,252
-2,711
503
$13M 0.02%
210,699
-8,268
504
$13M 0.02%
162,023
-751
505
$12.9M 0.02%
43,006
+9,953
506
$12.9M 0.02%
115,904
-15,853
507
$12.9M 0.02%
428,447
+22,297
508
$12.9M 0.02%
62,831
-10,881
509
$12.8M 0.02%
245,305
-16,465
510
$12.8M 0.02%
182,557
+25,371
511
$12.7M 0.02%
272,255
+26,419
512
$12.7M 0.02%
563,518
-19,189
513
$12.7M 0.02%
174,752
+6,513
514
$12.4M 0.02%
247,104
+4,923
515
$12.4M 0.02%
508,097
+8,468
516
$12.4M 0.02%
150,084
-11,376
517
$12.3M 0.02%
144,112
+405
518
$12.3M 0.02%
45,089
-2,910
519
$12.2M 0.02%
86,057
-3,091
520
$12.2M 0.02%
362,641
+10,771
521
$12.1M 0.02%
67,315
-8,573
522
$12M 0.02%
240,298
+33,955
523
$11.9M 0.02%
28,935
-6,963
524
$11.9M 0.02%
93,070
-15,618
525
$11.9M 0.02%
246,973
+129,406
19 20
21
22 23