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
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3.15M 0.01%
60,672
-12,825
1002
$3.14M 0.01%
153,125
+2,805
1003
$3.13M 0.01%
11,240
+7,879
1004
$3.13M 0.01%
104,498
-12,646
1005
$3.13M 0.01%
115,548
+605
1006
$3.13M 0.01%
82,287
+6,759
1007
$3.13M 0.01%
27,947
-259
1008
$3.12M 0.01%
128,786
-6,584
1009
$3.11M 0.01%
21,958
+42
1010
$3.1M 0.01%
65,583
-9,779
1011
$3.09M 0.01%
63,489
+24,279
1012
$3.08M 0.01%
109,733
-1,709
1013
$3.08M 0.01%
105,127
+16,167
1014
$3.07M 0.01%
103,427
-1,937
1015
$3.07M 0.01%
14,310
-149
1016
$3.05M 0.01%
165,308
-31,474
1017
$3.05M 0.01%
56,820
-3,688
1018
$3.04M 0.01%
99,903
-726
1019
$3.03M 0.01%
79,146
-21,549
1020
$3.01M 0.01%
291,109
-6,179
1021
$3.01M 0.01%
8,516
-1,850
1022
$2.99M 0.01%
15,637
-357
1023
$2.99M 0.01%
45,498
+3,218
1024
$2.99M 0.01%
3,528
-1,404
1025
$2.98M 0.01%
98,695
+5,086
39 40
41
42 43