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
501
$12.2M 0.02%
150,140
+9,638
502
$12.2M 0.02%
108,033
-7,004
503
$12.1M 0.02%
90,198
-6,216
504
$12.1M 0.02%
588,344
-66,079
505
$12.1M 0.02%
482,568
+419,956
506
$12.1M 0.02%
302,562
+7,719
507
$12M 0.02%
388,893
-286
508
$12M 0.02%
194,181
+34,314
509
$11.9M 0.02%
25,616
-743
510
$11.9M 0.02%
199,732
+8,590
511
$11.8M 0.02%
168,128
-1,589
512
$11.8M 0.02%
225,277
-117,956
513
$11.8M 0.02%
478,476
-49,475
514
$11.7M 0.02%
138,986
-21,651
515
$11.7M 0.02%
478,761
-332,138
516
$11.6M 0.02%
383,128
+7,944
517
$11.6M 0.02%
1,148,067
-227,860
518
$11.6M 0.02%
59,702
-2,569
519
$11.6M 0.02%
50,819
-520
520
$11.6M 0.02%
155,180
+54,897
521
$11.6M 0.02%
268,996
+104,702
522
$11.5M 0.02%
129,488
-51,796
523
$11.4M 0.02%
303,736
+143,510
524
$11.4M 0.02%
256,189
+59,104
525
$11.3M 0.02%
102,456
-6,378
19 20
21
22 23