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
751
$3.73M 0.01%
32,223
+394
752
$3.73M 0.01%
51,848
-10,165
753
$3.72M 0.01%
81,663
-11,869
754
$3.71M 0.01%
82,501
-623
755
$3.7M 0.01%
65,556
+10,710
756
$3.7M 0.01%
67,451
-15,506
757
$3.7M 0.01%
22,316
+1,681
758
$3.69M 0.01%
120,547
-5,551
759
$3.68M 0.01%
34,493
-4,945
760
$3.68M 0.01%
83,060
-40
761
$3.66M 0.01%
34,404
-4,572
762
$3.64M 0.01%
697,609
-66,888
763
$3.62M 0.01%
47,527
+10,446
764
$3.58M 0.01%
20,366
+5,868
765
$3.58M 0.01%
25,956
+9,090
766
$3.56M 0.01%
99,594
+1,588
767
$3.53M 0.01%
40,803
+6,005
768
$3.53M 0.01%
264,490
+37,498
769
$3.52M 0.01%
95,716
+86,729
770
$3.51M 0.01%
54,733
-4,405
771
$3.51M 0.01%
17,378
-921
772
$3.49M 0.01%
+60,764
773
$3.49M 0.01%
168,896
+123,016
774
$3.48M 0.01%
151,224
-12,399
775
$3.47M 0.01%
94,864
+2,876
29 30
31
32 33