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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$885K ﹤0.01%
16,200
-1,744
1602
$885K ﹤0.01%
20,434
-1,511
1603
$882K ﹤0.01%
26,420
+2,148
1604
$881K ﹤0.01%
17,422
+625
1605
$877K ﹤0.01%
16,696
1606
$877K ﹤0.01%
19,205
-1,634
1607
$874K ﹤0.01%
62,945
+12,737
1608
$873K ﹤0.01%
76,999
+2,548
1609
$872K ﹤0.01%
25,091
-5,605
1610
$871K ﹤0.01%
5,366
-256
1611
$870K ﹤0.01%
46,065
-3,506
1612
$870K ﹤0.01%
31,968
-264
1613
$869K ﹤0.01%
14,088
-595
1614
$866K ﹤0.01%
12,511
-1,185
1615
$866K ﹤0.01%
+31,285
1616
$865K ﹤0.01%
55,000
+2,010
1617
$863K ﹤0.01%
20,741
+8,262
1618
$862K ﹤0.01%
4,476
+20
1619
$862K ﹤0.01%
49,674
-6,989
1620
$858K ﹤0.01%
47,795
+838
1621
$857K ﹤0.01%
37,083
+11,336
1622
$852K ﹤0.01%
43,763
-2,984
1623
$851K ﹤0.01%
12,682
1624
$849K ﹤0.01%
7,492
-1,048
1625
$848K ﹤0.01%
27,863
+146
63 64
65
66 67