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
851
$2.75M 0.01%
28,978
-2,484
852
$2.74M 0.01%
43,540
-5,919
853
$2.73M 0.01%
56,679
-17,776
854
$2.73M 0.01%
124,842
+17,414
855
$2.73M 0.01%
65,206
-24,554
856
$2.71M 0.01%
9,243
+2,476
857
$2.7M 0.01%
103,243
+58,020
858
$2.7M 0.01%
206,811
+26,055
859
$2.7M 0.01%
160,091
+80,485
860
$2.69M 0.01%
708,240
-8,377
861
$2.67M 0.01%
14,662
+1,152
862
$2.66M 0.01%
38,608
+2,876
863
$2.65M 0.01%
229,002
-2,196,125
864
$2.65M 0.01%
30,257
-4,997
865
$2.65M 0.01%
154,580
+8,576
866
$2.65M 0.01%
180,300
+11,356
867
$2.64M 0.01%
61,148
+1,540
868
$2.64M 0.01%
29,959
+999
869
$2.61M 0.01%
99,978
+20,880
870
$2.61M 0.01%
53,504
-15,989
871
$2.6M 0.01%
8,032
-302
872
$2.6M 0.01%
44,188
-938
873
$2.6M 0.01%
29,329
+3,692
874
$2.58M 0.01%
61,146
+4,630
875
$2.57M 0.01%
60,830
-28,221
33 34
35
36 37