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
1501
$550K ﹤0.01%
165,485
-18,201
1502
$549K ﹤0.01%
24,783
-14,281
1503
$548K ﹤0.01%
13,380
-4,123
1504
$548K ﹤0.01%
14,234
1505
$546K ﹤0.01%
5,654
-285
1506
$544K ﹤0.01%
+25,653
1507
$538K ﹤0.01%
2,750
+28
1508
$537K ﹤0.01%
24,328
-6,400
1509
$536K ﹤0.01%
17,120
-2,943
1510
$532K ﹤0.01%
21,469
+917
1511
$531K ﹤0.01%
41,104
-2,372
1512
$530K ﹤0.01%
102,714
-19,657
1513
$529K ﹤0.01%
19,381
-1,623
1514
$528K ﹤0.01%
+9,273
1515
$528K ﹤0.01%
37,526
-8,847
1516
$528K ﹤0.01%
41,739
+26,706
1517
$526K ﹤0.01%
21,389
-15,891
1518
$525K ﹤0.01%
13,575
-78
1519
$525K ﹤0.01%
56,373
+4,524
1520
$522K ﹤0.01%
41,280
+19,840
1521
$521K ﹤0.01%
53,274
+1,122
1522
$521K ﹤0.01%
16,237
-228
1523
$521K ﹤0.01%
36,568
-8,074
1524
$520K ﹤0.01%
32,900
-43,079
1525
$518K ﹤0.01%
50,438
-2,973
59 60
61
62 63