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
1201
$2.01M ﹤0.01%
87,560
-19,007
1202
$2M ﹤0.01%
61,504
-1,040
1203
$1.99M ﹤0.01%
+44,993
1204
$1.99M ﹤0.01%
39,161
-134
1205
$1.98M ﹤0.01%
42,646
-1,582
1206
$1.98M ﹤0.01%
26,827
+579
1207
$1.98M ﹤0.01%
61,968
+18,420
1208
$1.98M ﹤0.01%
110,385
+14,300
1209
$1.98M ﹤0.01%
50,744
+2,922
1210
$1.98M ﹤0.01%
210,626
+115,304
1211
$1.98M ﹤0.01%
39,870
+3,277
1212
$1.98M ﹤0.01%
13,927
+111
1213
$1.98M ﹤0.01%
14,535
+789
1214
$1.96M ﹤0.01%
15,818
-220
1215
$1.96M ﹤0.01%
166,176
-1,804
1216
$1.96M ﹤0.01%
44,500
+13,453
1217
$1.96M ﹤0.01%
35,858
-1,992
1218
$1.95M ﹤0.01%
113,700
-13,904
1219
$1.95M ﹤0.01%
158,649
+23,696
1220
$1.95M ﹤0.01%
+83,838
1221
$1.94M ﹤0.01%
43,446
-2,683
1222
$1.94M ﹤0.01%
37,238
-5,015
1223
$1.93M ﹤0.01%
1,368
-95
1224
$1.93M ﹤0.01%
+75,547
1225
$1.93M ﹤0.01%
47,922
+7,394
47 48
49
50 51