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
1426
$645K ﹤0.01%
19,085
+10,357
1427
$645K ﹤0.01%
21,959
-23,225
1428
$638K ﹤0.01%
12,536
+554
1429
$637K ﹤0.01%
58,630
1430
$636K ﹤0.01%
19,716
-17,352
1431
$636K ﹤0.01%
15,159
-440,512
1432
$635K ﹤0.01%
30,940
-4,000
1433
$634K ﹤0.01%
5,747
-187
1434
$634K ﹤0.01%
7,279
+594
1435
$634K ﹤0.01%
13,365
-181
1436
$633K ﹤0.01%
25,155
-3,214
1437
$632K ﹤0.01%
11,483
-965
1438
$630K ﹤0.01%
49,832
-8,009
1439
$629K ﹤0.01%
233,117
+144,514
1440
$629K ﹤0.01%
+29,413
1441
$628K ﹤0.01%
11,410
+4,048
1442
$627K ﹤0.01%
689
+138
1443
$626K ﹤0.01%
5,870
-1,214
1444
$626K ﹤0.01%
10,960
+498
1445
$626K ﹤0.01%
41,048
+1,624
1446
$625K ﹤0.01%
48,375
+227
1447
$625K ﹤0.01%
9,046
+1,991
1448
$624K ﹤0.01%
18,877
-12,441
1449
$623K ﹤0.01%
15,140
-400
1450
$621K ﹤0.01%
8,712
-5,484
56 57
58
59 60