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
101
$139M 0.24%
1,095,685
+1,083,100
102
$138M 0.24%
2,475,540
+5,690
103
$138M 0.24%
3,277,240
-467,156
104
$137M 0.24%
1,578,214
-368,698
105
$137M 0.24%
1,246,993
-81,867
106
$136M 0.24%
1,661,391
-39,615
107
$134M 0.24%
2,679,394
+191,257
108
$131M 0.23%
1,928,548
-117,334
109
$131M 0.23%
3,319,656
-507,159
110
$130M 0.23%
8,910,670
-1,094,250
111
$129M 0.23%
234,290
+1,871
112
$129M 0.23%
264,771
+56,539
113
$129M 0.23%
535,969
-71,591
114
$127M 0.22%
1,530,649
-47,952
115
$127M 0.22%
363,920
-20,016
116
$126M 0.22%
1,265,284
+151,777
117
$120M 0.21%
1,221,549
-55,158
118
$119M 0.21%
2,026,487
+43,814
119
$115M 0.2%
503,415
-63,836
120
$115M 0.2%
563,072
-13,760
121
$113M 0.2%
1,023,496
+7,130
122
$112M 0.2%
538,666
-12,905
123
$111M 0.2%
1,531,612
+33,784
124
$110M 0.19%
291,935
-3,605
125
$107M 0.19%
584,501
-91,991
3 4
5
6 7