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
126
$105M 0.19%
778,217
+21,607
127
$105M 0.18%
2,247,814
+236,392
128
$101M 0.18%
838,292
+96,318
129
$101M 0.18%
954,727
+292,928
130
$99.4M 0.17%
472,399
+114,208
131
$98.6M 0.17%
481,062
-24,688
132
$97.5M 0.17%
1,026,657
+34,989
133
$94.8M 0.17%
1,115,268
-24,860
134
$94.4M 0.17%
597,629
-28,116
135
$91.4M 0.16%
368,483
-102,125
136
$90.2M 0.16%
1,560,363
+813,942
137
$89.8M 0.16%
871,713
+6,251
138
$89.3M 0.16%
244,125
+9,367
139
$87.9M 0.15%
914,801
+11,151
140
$87.1M 0.15%
3,457,572
+635,946
141
$86.7M 0.15%
955,779
-10,416
142
$84.7M 0.15%
1,013,652
+57,944
143
$83.5M 0.15%
445,254
+1,872
144
$83.3M 0.15%
1,099,619
-22,573
145
$82.8M 0.15%
527,528
+30,750
146
$82.3M 0.14%
245,653
-16,177
147
$81.3M 0.14%
560,231
+455,915
148
$80.6M 0.14%
1,211,117
+23,279
149
$80.1M 0.14%
186,723
-9,304
150
$80M 0.14%
110,936
-6,189
4 5
6
7 8