Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
51
$177M 0.47%
1,967,978
+3,946
52
$177M 0.47%
3,160,895
-484,149
53
$175M 0.46%
1,869,781
+37,082
54
$173M 0.46%
2,977,140
+96,400
55
$170M 0.45%
927,527
+44,188
56
$169M 0.45%
2,337,561
+11,123
57
$166M 0.44%
2,065,101
-369,928
58
$161M 0.42%
7,323,363
-135,788
59
$154M 0.41%
925,474
+29,486
60
$150M 0.39%
660,661
+116,330
61
$142M 0.37%
1,932,123
-314,713
62
$138M 0.36%
875,477
-34,832
63
$138M 0.36%
3,622,269
-288,003
64
$137M 0.36%
2,080,814
+148,199
65
$137M 0.36%
1,113,431
-53,301
66
$136M 0.36%
3,603,171
+22,587
67
$136M 0.36%
2,254,508
+103,376
68
$134M 0.35%
1,170,596
+50,557
69
$133M 0.35%
941,100
-21,853
70
$132M 0.35%
1,545,128
+12,551
71
$130M 0.34%
1,783,775
+62,411
72
$127M 0.33%
1,795,162
-44,033
73
$127M 0.33%
767,539
+16,376
74
$122M 0.32%
780,909
+81,150
75
$122M 0.32%
1,357,307
-14,941
1 2
3
4 5