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
726
$4.12M 0.01%
74,910
+25,342
727
$4.11M 0.01%
851,183
-342,598
728
$4.08M 0.01%
56,825
-3,253
729
$4.07M 0.01%
96,092
-2,836
730
$4.05M 0.01%
53,439
+3,592
731
$4.03M 0.01%
56,360
-6,284
732
$4.03M 0.01%
31,920
-3,533
733
$3.99M 0.01%
19,876
+521
734
$3.99M 0.01%
162,416
+4,865
735
$3.96M 0.01%
27,974
+9,066
736
$3.94M 0.01%
108,103
+1,258
737
$3.94M 0.01%
262,869
+65,274
738
$3.91M 0.01%
362,341
-7,412
739
$3.9M 0.01%
48,538
+31,661
740
$3.89M 0.01%
173,678
+32,229
741
$3.86M 0.01%
144,586
-3,918
742
$3.85M 0.01%
768,929
+51,782
743
$3.85M 0.01%
70,647
-115,617
744
$3.84M 0.01%
45,731
+1,332
745
$3.83M 0.01%
75,020
-5,896
746
$3.81M 0.01%
+134,263
747
$3.78M 0.01%
95,692
+1,430
748
$3.77M 0.01%
52,565
+34,261
749
$3.77M 0.01%
87,630
+767
750
$3.75M 0.01%
475,883
+82,185
28 29
30
31 32