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
1101
$2.45M ﹤0.01%
78,575
+36,322
1102
$2.44M ﹤0.01%
51,164
-8,779
1103
$2.44M ﹤0.01%
33,458
+3,773
1104
$2.44M ﹤0.01%
24,745
-524
1105
$2.43M ﹤0.01%
87,002
-24,287
1106
$2.43M ﹤0.01%
41,632
+176
1107
$2.43M ﹤0.01%
69,770
+60,671
1108
$2.43M ﹤0.01%
46,529
+37,587
1109
$2.42M ﹤0.01%
32,391
-2,237
1110
$2.42M ﹤0.01%
27,570
-207
1111
$2.41M ﹤0.01%
26,940
-1,472
1112
$2.41M ﹤0.01%
95,236
+11,379
1113
$2.4M ﹤0.01%
28,647
-517
1114
$2.4M ﹤0.01%
21,122
-8,124
1115
$2.4M ﹤0.01%
36,707
-171
1116
$2.39M ﹤0.01%
36,286
-3,882
1117
$2.39M ﹤0.01%
30,803
+751
1118
$2.39M ﹤0.01%
132,644
-6,997
1119
$2.38M ﹤0.01%
34,821
+715
1120
$2.37M ﹤0.01%
33,556
-1,277
1121
$2.37M ﹤0.01%
+22,480
1122
$2.37M ﹤0.01%
54,768
-2,758
1123
$2.36M ﹤0.01%
18,936
-1,429
1124
$2.36M ﹤0.01%
41,466
-697
1125
$2.35M ﹤0.01%
19,302
-8,886
43 44
45
46 47