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
951
$2.15M 0.01%
14,794
-3,554
952
$2.14M 0.01%
73,138
-2,715
953
$2.14M 0.01%
104,328
+15,593
954
$2.13M 0.01%
70,051
+4,505
955
$2.13M 0.01%
310,456
+125,111
956
$2.12M 0.01%
134,453
+22,471
957
$2.12M 0.01%
37,139
-2,103
958
$2.12M 0.01%
178,492
-4,399
959
$2.12M 0.01%
11,633
+1,103
960
$2.11M 0.01%
139,817
+419
961
$2.1M 0.01%
56,055
+19,120
962
$2.09M 0.01%
56,246
-37,460
963
$2.09M 0.01%
100,467
+56,566
964
$2.07M 0.01%
6,979
-708
965
$2.07M 0.01%
86,558
+52,363
966
$2.06M 0.01%
85,722
+4,051
967
$2.06M 0.01%
135,583
-16,468
968
$2.06M 0.01%
+75,385
969
$2.05M 0.01%
141,868
-46,949
970
$2.04M 0.01%
15,810
-2,384
971
$2.02M 0.01%
62,762
-533,481
972
$2.02M 0.01%
106,859
-3,981
973
$2.01M 0.01%
77,364
+18,235
974
$2.01M 0.01%
75,774
-73,503
975
$2.01M 0.01%
249,365
+15,226
37 38
39
40 41