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
1001
$1.85M ﹤0.01%
33,208
+7,084
1002
$1.85M ﹤0.01%
244,573
+2,690
1003
$1.85M ﹤0.01%
76,298
+5,254
1004
$1.85M ﹤0.01%
84,382
-4,990
1005
$1.84M ﹤0.01%
53,825
+817
1006
$1.82M ﹤0.01%
26,410
+868
1007
$1.82M ﹤0.01%
72,909
+31,197
1008
$1.81M ﹤0.01%
128,737
+4,981
1009
$1.81M ﹤0.01%
55,972
-24,175
1010
$1.81M ﹤0.01%
72,408
+924
1011
$1.81M ﹤0.01%
22,122
-5,690
1012
$1.8M ﹤0.01%
22,059
+8,440
1013
$1.79M ﹤0.01%
104,506
+795
1014
$1.79M ﹤0.01%
12,144
-6,707
1015
$1.79M ﹤0.01%
16,228
+2,073
1016
$1.79M ﹤0.01%
55,227
+4,035
1017
$1.79M ﹤0.01%
47,387
-13,177
1018
$1.78M ﹤0.01%
9,796
-4,943
1019
$1.78M ﹤0.01%
47,389
-1,391
1020
$1.78M ﹤0.01%
94,941
+57,463
1021
$1.77M ﹤0.01%
132,238
+1,798
1022
$1.77M ﹤0.01%
32,672
-29,486
1023
$1.77M ﹤0.01%
106,048
-12,816
1024
$1.76M ﹤0.01%
35,810
-668
1025
$1.76M ﹤0.01%
104,355
+169
39 40
41
42 43