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
1051
$2.74M ﹤0.01%
94,464
+5,349
1052
$2.74M ﹤0.01%
307,990
+279,364
1053
$2.73M ﹤0.01%
41,483
-499
1054
$2.73M ﹤0.01%
97,071
-3,591
1055
$2.72M ﹤0.01%
+94,990
1056
$2.72M ﹤0.01%
33,479
-998
1057
$2.71M ﹤0.01%
100,285
-8,143
1058
$2.7M ﹤0.01%
167,026
-7,252
1059
$2.69M ﹤0.01%
64,765
+10,357
1060
$2.69M ﹤0.01%
139,359
+9,772
1061
$2.68M ﹤0.01%
16,069
+13
1062
$2.68M ﹤0.01%
234,860
-50,711
1063
$2.68M ﹤0.01%
199,426
+2,609
1064
$2.67M ﹤0.01%
19,571
-593
1065
$2.67M ﹤0.01%
28,684
-223
1066
$2.66M ﹤0.01%
19,204
-8,554
1067
$2.65M ﹤0.01%
50,110
-899
1068
$2.65M ﹤0.01%
79,025
-13,946
1069
$2.64M ﹤0.01%
35,418
+30,943
1070
$2.61M ﹤0.01%
35,013
-382
1071
$2.61M ﹤0.01%
25,404
+1,373
1072
$2.61M ﹤0.01%
76,283
+1,753
1073
$2.6M ﹤0.01%
252,645
+75,725
1074
$2.6M ﹤0.01%
214,188
-18,230
1075
$2.6M ﹤0.01%
108,176
+1,295
41 42
43
44 45