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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3.06M 0.01%
+89,010
1002
$3.06M 0.01%
151,151
+125
1003
$3.06M 0.01%
80,890
-1,605
1004
$3.05M 0.01%
27,731
+114
1005
$3.05M 0.01%
42,238
+27,700
1006
$3.04M 0.01%
144,219
+9,066
1007
$3.03M 0.01%
34,260
+9,594
1008
$3.03M 0.01%
42,352
+34,977
1009
$3.03M 0.01%
+264,313
1010
$3.02M 0.01%
47,800
+142
1011
$3.02M 0.01%
21,909
-8,840
1012
$3.02M 0.01%
21,103
-14,682
1013
$3.01M 0.01%
62,860
+6,512
1014
$3M 0.01%
20,660
+208
1015
$3M 0.01%
54,689
+9,206
1016
$2.99M 0.01%
112,866
+6,229
1017
$2.99M 0.01%
26,342
-10,079
1018
$2.98M 0.01%
116,016
+66
1019
$2.98M 0.01%
63,034
-2,222
1020
$2.97M 0.01%
111,360
+5,476
1021
$2.97M 0.01%
51,843
-312
1022
$2.97M 0.01%
10,593
-384
1023
$2.96M 0.01%
133,899
+6,966
1024
$2.96M 0.01%
50,963
-88,060
1025
$2.96M 0.01%
25,409
-7,173
39 40
41
42 43