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
551
$8.26M 0.02%
206,082
-144,869
552
$8.19M 0.02%
51,846
-273
553
$8.09M 0.02%
141,902
-726
554
$8.07M 0.02%
697,583
-820
555
$8.05M 0.02%
738,937
+21,159
556
$8M 0.02%
57,943
-5,399
557
$7.97M 0.02%
297,860
+255,968
558
$7.86M 0.02%
54,846
+3,637
559
$7.86M 0.02%
549,373
-7,409
560
$7.84M 0.02%
108,964
-40,260
561
$7.82M 0.02%
216,189
-11,445
562
$7.79M 0.02%
241,975
+68,917
563
$7.77M 0.02%
131,635
-220,774
564
$7.77M 0.02%
108,545
-8,735
565
$7.71M 0.02%
287,786
-170,733
566
$7.67M 0.02%
156,109
+138,074
567
$7.66M 0.02%
168,066
-10,604
568
$7.63M 0.02%
449,935
-32,635
569
$7.46M 0.02%
57,526
+3,826
570
$7.41M 0.02%
426,804
+51,903
571
$7.39M 0.02%
361,277
-104,453
572
$7.38M 0.02%
1,427,821
+21,922
573
$7.33M 0.02%
53,869
-3,369
574
$7.3M 0.02%
230,203
+185,564
575
$7.3M 0.02%
617,055
-31,965
21 22
23
24 25