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
526
$8.7M 0.02%
840,958
+218,012
527
$8.7M 0.02%
240,057
-2,891
528
$8.7M 0.02%
27,887
+1,444
529
$8.67M 0.02%
45,746
-3,872
530
$8.65M 0.02%
114,874
-2,600
531
$8.64M 0.02%
110,456
+57,386
532
$8.64M 0.02%
90,770
-2,906
533
$8.63M 0.02%
247,384
-201,114
534
$8.62M 0.02%
110,569
+12,465
535
$8.62M 0.02%
336,252
+156,108
536
$8.6M 0.02%
176,466
-478
537
$8.6M 0.02%
185,488
-13,436
538
$8.52M 0.02%
209,408
+169,609
539
$8.51M 0.02%
174,820
-1,376
540
$8.48M 0.02%
203,450
-48,660
541
$8.47M 0.02%
84,523
+5,892
542
$8.45M 0.02%
9,992
-2,794
543
$8.44M 0.02%
248,771
-15,805
544
$8.43M 0.02%
133,869
-23,402
545
$8.34M 0.02%
35,854
+1,736
546
$8.33M 0.02%
617,482
-266,873
547
$8.31M 0.02%
141,480
+46,060
548
$8.31M 0.02%
34,906
-265
549
$8.28M 0.02%
194,286
-1,795
550
$8.27M 0.02%
249,395
+33,768
20 21
22
23 24