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
551
$10.5M 0.02%
86,345
+8,082
552
$10.4M 0.02%
877,206
+18,285
553
$10.4M 0.02%
879,244
+50,809
554
$10.4M 0.02%
15,929
-1,329
555
$10.4M 0.02%
125,050
+49,983
556
$10.3M 0.02%
700,148
+13,683
557
$10.3M 0.02%
231,422
-150,264
558
$10.2M 0.02%
217,014
+71,109
559
$10.2M 0.02%
220,100
-26,181
560
$10.1M 0.02%
250,442
-12,278
561
$10.1M 0.02%
119,508
-47,211
562
$10.1M 0.02%
106,913
+2,530
563
$10.1M 0.02%
59,947
-8,216
564
$10M 0.02%
154,694
+8,458
565
$10M 0.02%
42,508
-7,650
566
$9.99M 0.02%
456,942
+9,768
567
$9.99M 0.02%
295,915
-55,623
568
$9.98M 0.02%
253,552
-48,971
569
$9.96M 0.02%
347,525
+117,008
570
$9.96M 0.02%
192,545
+8,136
571
$9.94M 0.02%
86,409
-20,644
572
$9.94M 0.02%
401,790
-66,027
573
$9.85M 0.02%
234,935
-128,994
574
$9.82M 0.02%
129,453
-3,618
575
$9.81M 0.02%
223,323
+1,389
21 22
23
24 25