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
601
$9.13M 0.02%
280,804
602
$9.11M 0.02%
96,855
+2,010
603
$9.1M 0.02%
149,966
-184
604
$9.05M 0.02%
297,354
+19,610
605
$9.03M 0.02%
215,384
-5,025
606
$8.96M 0.02%
42,800
-3,818
607
$8.95M 0.02%
71,158
-595
608
$8.85M 0.02%
191,372
+27,055
609
$8.84M 0.02%
267,701
+227,371
610
$8.84M 0.02%
134,004
+79,264
611
$8.83M 0.02%
186,602
-27,951
612
$8.81M 0.02%
38,019
-1,857
613
$8.79M 0.02%
128,595
-17,448
614
$8.78M 0.02%
171,731
+58,081
615
$8.78M 0.02%
40,295
+570
616
$8.78M 0.02%
36,323
+5,586
617
$8.77M 0.02%
139,381
-26,521
618
$8.77M 0.02%
432,790
-10,136
619
$8.76M 0.02%
118,594
-22,603
620
$8.76M 0.02%
68,051
-1,184
621
$8.75M 0.02%
47,897
+19,998
622
$8.73M 0.02%
78,042
-1,152
623
$8.65M 0.02%
61,886
-22,389
624
$8.63M 0.02%
37,274
-2,419
625
$8.58M 0.02%
62,011
-5,362
23 24
25
26 27