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
1551
$490K ﹤0.01%
+33,995
1552
$488K ﹤0.01%
21,721
-397,992
1553
$488K ﹤0.01%
27,832
-2,408
1554
$487K ﹤0.01%
40
+24
1555
$486K ﹤0.01%
+24,301
1556
$484K ﹤0.01%
5,515
-327
1557
$483K ﹤0.01%
19,103
-322
1558
$483K ﹤0.01%
11,695
+930
1559
$482K ﹤0.01%
200
-210
1560
$480K ﹤0.01%
+3,499
1561
$480K ﹤0.01%
50,385
-2,568
1562
$480K ﹤0.01%
76,738
+5,500
1563
$479K ﹤0.01%
11,368
-24,868
1564
$477K ﹤0.01%
26,033
-1,017
1565
$477K ﹤0.01%
26,881
-2,310
1566
$477K ﹤0.01%
36,728
-2,614
1567
$476K ﹤0.01%
11,000
1568
$475K ﹤0.01%
8,148
-677
1569
$474K ﹤0.01%
5,407
-730
1570
$473K ﹤0.01%
41,804
-10,480
1571
$472K ﹤0.01%
12,282
+2,637
1572
$472K ﹤0.01%
15,543
-58,614
1573
$472K ﹤0.01%
38,325
-39,892
1574
$472K ﹤0.01%
1,590
+683
1575
$471K ﹤0.01%
45,467
-3,731
61 62
63
64 65