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
1126
$2.35M ﹤0.01%
23,324
-65,383
1127
$2.34M ﹤0.01%
43,820
+365
1128
$2.34M ﹤0.01%
48,577
-3,728
1129
$2.33M ﹤0.01%
39,719
-5,054
1130
$2.33M ﹤0.01%
34,667
-11,384
1131
$2.32M ﹤0.01%
98,901
+21,614
1132
$2.32M ﹤0.01%
81,640
-128
1133
$2.31M ﹤0.01%
16,281
+1,231
1134
$2.31M ﹤0.01%
14,857
+368
1135
$2.31M ﹤0.01%
16,302
-96
1136
$2.31M ﹤0.01%
383,626
-25,885
1137
$2.29M ﹤0.01%
160,114
+79,733
1138
$2.29M ﹤0.01%
141,919
-3,929
1139
$2.28M ﹤0.01%
+69,171
1140
$2.28M ﹤0.01%
45,415
-814,547
1141
$2.27M ﹤0.01%
127,476
-7,314
1142
$2.27M ﹤0.01%
51,708
-4,096
1143
$2.27M ﹤0.01%
19,730
+462
1144
$2.27M ﹤0.01%
151,781
-4,827
1145
$2.26M ﹤0.01%
27,685
-1,250
1146
$2.26M ﹤0.01%
40,884
+2,602
1147
$2.26M ﹤0.01%
39,024
-73,151
1148
$2.25M ﹤0.01%
101,243
-8,379
1149
$2.24M ﹤0.01%
201,517
+22,039
1150
$2.24M ﹤0.01%
49,103
-1,769
44 45
46
47 48