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
1601
$449K ﹤0.01%
37,120
-3,600
1602
$449K ﹤0.01%
16,718
+2,380
1603
$448K ﹤0.01%
14,574
-6,423
1604
$447K ﹤0.01%
59,785
+510
1605
$447K ﹤0.01%
16,442
-3,787
1606
$446K ﹤0.01%
27,869
+11,178
1607
$445K ﹤0.01%
40,265
-1,052
1608
$444K ﹤0.01%
17,945
+532
1609
$443K ﹤0.01%
12,806
-162
1610
$440K ﹤0.01%
+23,244
1611
$439K ﹤0.01%
3,427
1612
$439K ﹤0.01%
10,135
-2,932
1613
$438K ﹤0.01%
36,339
+2,503
1614
$437K ﹤0.01%
8,074
-987
1615
$437K ﹤0.01%
+5,861
1616
$436K ﹤0.01%
18,524
-50,019
1617
$436K ﹤0.01%
3,188
-247
1618
$435K ﹤0.01%
29,073
1619
$434K ﹤0.01%
40,715
-5,271
1620
$433K ﹤0.01%
36,449
-4,133
1621
$433K ﹤0.01%
12,912
-3,326
1622
$433K ﹤0.01%
25,958
-5,068
1623
$432K ﹤0.01%
25,352
+4,518
1624
$432K ﹤0.01%
11,610
-1,175
1625
$431K ﹤0.01%
17,242
-2,247
63 64
65
66 67