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
1601
$868K ﹤0.01%
33,135
+953
1602
$867K ﹤0.01%
+46,293
1603
$865K ﹤0.01%
27,422
+1,602
1604
$865K ﹤0.01%
13,839
-1,312
1605
$863K ﹤0.01%
83,648
+1,636
1606
$860K ﹤0.01%
44,406
-2,062
1607
$859K ﹤0.01%
17,214
-964
1608
$857K ﹤0.01%
11,353
-1,625
1609
$857K ﹤0.01%
24,626
+7,178
1610
$856K ﹤0.01%
17,863
+312
1611
$855K ﹤0.01%
29,614
+14,194
1612
$855K ﹤0.01%
+24,670
1613
$851K ﹤0.01%
17,038
-971
1614
$850K ﹤0.01%
+35,930
1615
$850K ﹤0.01%
5,429
-129
1616
$849K ﹤0.01%
11,579
+647
1617
$849K ﹤0.01%
23,519
-1,473
1618
$845K ﹤0.01%
58,692
-415
1619
$845K ﹤0.01%
14,757
+1,391
1620
$843K ﹤0.01%
24,933
-1,801
1621
$843K ﹤0.01%
65,592
1622
$841K ﹤0.01%
8,891
+4,026
1623
$836K ﹤0.01%
16,917
-1,498
1624
$834K ﹤0.01%
8,638
-211
1625
$834K ﹤0.01%
4,335
-168
63 64
65
66 67