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
1451
$621K ﹤0.01%
52,140
+5,930
1452
$617K ﹤0.01%
25,591
-1,587
1453
$616K ﹤0.01%
60,989
-497
1454
$615K ﹤0.01%
15,384
-10,738
1455
$614K ﹤0.01%
50,306
+19,900
1456
$614K ﹤0.01%
5,335
+3,936
1457
$613K ﹤0.01%
11,090
+1,048
1458
$612K ﹤0.01%
41,691
+15,501
1459
$612K ﹤0.01%
39,854
-1,120
1460
$612K ﹤0.01%
110,502
-18,866
1461
$611K ﹤0.01%
26,826
+1,154
1462
$610K ﹤0.01%
121,025
+814
1463
$608K ﹤0.01%
142,703
-25,658
1464
$606K ﹤0.01%
11,100
-640
1465
$606K ﹤0.01%
62,369
-46,042
1466
$605K ﹤0.01%
14,312
+1,211
1467
$605K ﹤0.01%
22,403
1468
$605K ﹤0.01%
36,200
-12,135
1469
$604K ﹤0.01%
22,651
-1,855
1470
$602K ﹤0.01%
15,785
-266
1471
$602K ﹤0.01%
9,410
-233
1472
$600K ﹤0.01%
25,586
1473
$599K ﹤0.01%
19,005
-11,902
1474
$598K ﹤0.01%
25,875
+6,129
1475
$597K ﹤0.01%
32,757
-5,186
57 58
59
60 61