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
51
$251M 0.44%
941,396
-34,968
52
$243M 0.43%
5,652,190
+365,434
53
$243M 0.43%
2,202,781
-45,927
54
$242M 0.43%
2,741,099
-68,330
55
$238M 0.42%
3,529,292
-16,505
56
$231M 0.41%
749,040
+2,422
57
$230M 0.41%
2,004,570
+160,110
58
$229M 0.4%
1,038,022
-20,004
59
$227M 0.4%
1,500,626
-29,488
60
$227M 0.4%
660,269
-41,689
61
$216M 0.38%
2,998,641
-69,515
62
$215M 0.38%
817,579
-47,111
63
$211M 0.37%
990,162
+79,596
64
$210M 0.37%
1,206,906
+433
65
$210M 0.37%
1,271,007
-5,364
66
$210M 0.37%
2,790,089
-68,160
67
$208M 0.37%
4,142,252
-125,273
68
$207M 0.36%
4,034,063
+20,608
69
$206M 0.36%
2,037,918
+173,233
70
$197M 0.35%
2,361,182
-2,020
71
$197M 0.35%
2,799,539
+606,935
72
$197M 0.35%
4,164,666
+7,482
73
$193M 0.34%
931,483
+7,207
74
$192M 0.34%
1,899,333
+22,271
75
$185M 0.33%
1,367,263
-239,940
1 2
3
4 5