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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$205M
3
+$138M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100M
5
TSN icon
Tyson Foods
TSN
+$70M

Top Sells

1
+$65.9M
2
+$60.6M
3
+$56.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.8M
5
WFC icon
Wells Fargo
WFC
+$52.9M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$687K ﹤0.01%
13,201
-16,319
1402
$686K ﹤0.01%
26,452
-18,062
1403
$686K ﹤0.01%
26,777
+3,550
1404
$686K ﹤0.01%
57,175
+12,848
1405
$686K ﹤0.01%
5,148
-3,626
1406
$678K ﹤0.01%
30,692
-654
1407
$677K ﹤0.01%
12,870
-1,706
1408
$677K ﹤0.01%
15,920
-10,147
1409
$674K ﹤0.01%
17,339
+4,084
1410
$671K ﹤0.01%
105,058
+10,541
1411
$671K ﹤0.01%
+11,587
1412
$670K ﹤0.01%
13,886
-24,552
1413
$667K ﹤0.01%
16,421
+912
1414
$667K ﹤0.01%
118,986
+12,088
1415
$665K ﹤0.01%
+66,658
1416
$663K ﹤0.01%
13,596
-1,580
1417
$660K ﹤0.01%
13,558
-3,861
1418
$660K ﹤0.01%
4,585
+188
1419
$660K ﹤0.01%
14,922
+8,326
1420
$659K ﹤0.01%
117,209
+31,491
1421
$659K ﹤0.01%
13,693
+5,559
1422
$657K ﹤0.01%
20,985
-4,653
1423
$654K ﹤0.01%
35,161
+12,664
1424
$650K ﹤0.01%
96,181
-16,692
1425
$647K ﹤0.01%
19,415
+2,840
55 56
57
58 59