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
1501
$1.06M ﹤0.01%
21,397
-49,120
1502
$1.06M ﹤0.01%
16,356
-1,083
1503
$1.06M ﹤0.01%
20,583
+503
1504
$1.06M ﹤0.01%
3,096
+83
1505
$1.06M ﹤0.01%
14,110
-12,068
1506
$1.06M ﹤0.01%
88,382
-8,382
1507
$1.06M ﹤0.01%
20,226
-3,445
1508
$1.05M ﹤0.01%
4,569
+423
1509
$1.05M ﹤0.01%
12,091
+2,120
1510
$1.05M ﹤0.01%
12,253
+4,198
1511
$1.05M ﹤0.01%
63,235
+583
1512
$1.05M ﹤0.01%
20,719
-384
1513
$1.05M ﹤0.01%
+100,000
1514
$1.04M ﹤0.01%
12,443
-2,820
1515
$1.04M ﹤0.01%
28,163
+821
1516
$1.03M ﹤0.01%
66,004
-2,146
1517
$1.03M ﹤0.01%
18,190
+658
1518
$1.03M ﹤0.01%
21,670
+4,641
1519
$1.03M ﹤0.01%
20,795
+345
1520
$1.03M ﹤0.01%
47,531
+28,319
1521
$1.02M ﹤0.01%
30,118
+2,243
1522
$1.02M ﹤0.01%
21,129
+14,484
1523
$1.02M ﹤0.01%
31,473
-12,450
1524
$1.02M ﹤0.01%
13,857
+1,408
1525
$1.02M ﹤0.01%
15,294
+2,748
59 60
61
62 63