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
526
$11.3M 0.02%
184,596
-1,869
527
$11.3M 0.02%
321,467
-41,517
528
$11.3M 0.02%
275,386
+51,256
529
$11.3M 0.02%
52,123
-3,061
530
$11.2M 0.02%
176,031
-31,387
531
$11.2M 0.02%
460,144
-22,964
532
$11.2M 0.02%
531,719
+516,423
533
$11.1M 0.02%
142,155
+96,713
534
$11.1M 0.02%
106,527
+22,097
535
$11M 0.02%
94,646
+16,070
536
$11M 0.02%
107,645
-30
537
$11M 0.02%
192,335
-34,541
538
$11M 0.02%
157,490
+3,588
539
$10.9M 0.02%
42,657
-2,932
540
$10.9M 0.02%
330,983
+3,336
541
$10.7M 0.02%
49,193
-3,135
542
$10.7M 0.02%
186,654
-45,731
543
$10.6M 0.02%
119,205
-3,230
544
$10.6M 0.02%
313,931
+2,781
545
$10.5M 0.02%
142,039
+35,092
546
$10.5M 0.02%
180,678
-15,065
547
$10.5M 0.02%
169,565
+30,016
548
$10.5M 0.02%
173,455
-36,850
549
$10.5M 0.02%
206,053
+98,523
550
$10.5M 0.02%
145,773
-27,106
20 21
22
23 24