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
601
$6.5M 0.02%
262,636
-60,988
602
$6.46M 0.02%
64,274
+12,675
603
$6.44M 0.02%
57,089
+593
604
$6.39M 0.02%
49,074
-2,513
605
$6.36M 0.02%
78,514
-4,775
606
$6.33M 0.02%
181,724
+1,759
607
$6.29M 0.02%
60,855
-11,849
608
$6.29M 0.02%
40,190
+5,956
609
$6.27M 0.02%
128,965
+11,531
610
$6.27M 0.02%
95,494
+31,369
611
$6.27M 0.02%
50,187
-2,172
612
$6.26M 0.02%
96,060
+11,305
613
$6.24M 0.02%
18,762
+789
614
$6.22M 0.02%
37,081
-7,783
615
$6.21M 0.02%
148,951
-6,986
616
$6.17M 0.02%
84,293
+6,131
617
$6.15M 0.02%
98,029
-117,438
618
$6.15M 0.02%
146,115
+22,365
619
$6.11M 0.02%
171,613
+103,620
620
$6.08M 0.02%
84,417
-1,901
621
$6.05M 0.02%
946,853
+5,000
622
$6.05M 0.02%
66,794
+4,228
623
$6.05M 0.02%
673,946
-156,575
624
$6.04M 0.02%
39,942
-6,216
625
$6.03M 0.02%
20,879
+6,019
23 24
25
26 27