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
551
$10.6M 0.02%
367,225
+12,217
552
$10.6M 0.02%
389,991
-1,182
553
$10.5M 0.02%
166,023
-4,453
554
$10.5M 0.02%
126,265
-9,066
555
$10.5M 0.02%
386,106
-4,770
556
$10.5M 0.02%
132,027
+838
557
$10.5M 0.02%
95,251
+30,999
558
$10.5M 0.02%
95,313
-8,341
559
$10.4M 0.02%
354,448
-395,629
560
$10.3M 0.02%
214,953
+6,349
561
$10.3M 0.02%
51,036
-5,614
562
$10.2M 0.02%
165,633
+18,681
563
$10.2M 0.02%
259,378
-81,302
564
$10.1M 0.02%
+318,682
565
$10.1M 0.02%
111,910
+22,674
566
$10.1M 0.02%
165,154
-11,851
567
$10.1M 0.02%
516,326
-48,600
568
$10.1M 0.02%
84,561
-3,278
569
$10M 0.02%
103,810
-231,967
570
$10M 0.02%
202,578
-1,414,878
571
$10M 0.02%
105,163
-14,286
572
$10M 0.02%
288,645
-22,331
573
$9.99M 0.02%
36,743
-71,806
574
$9.98M 0.02%
82,387
-6,665
575
$9.96M 0.02%
245,480
+1,885
21 22
23
24 25