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
1701
$375K ﹤0.01%
21,268
-7,987
1702
$375K ﹤0.01%
22,147
+8
1703
$374K ﹤0.01%
51,186
+12,033
1704
$374K ﹤0.01%
293
+80
1705
$374K ﹤0.01%
10,506
-1,467
1706
$373K ﹤0.01%
33,977
-1,890,395
1707
$372K ﹤0.01%
161,889
-24,349
1708
$372K ﹤0.01%
6,934
+46
1709
$371K ﹤0.01%
21,498
+2,786
1710
$370K ﹤0.01%
12,418
+1,754
1711
$370K ﹤0.01%
28,655
1712
$370K ﹤0.01%
34,967
+12,216
1713
$370K ﹤0.01%
17,077
+4,003
1714
$369K ﹤0.01%
13,745
+241
1715
$368K ﹤0.01%
74,848
-57,547
1716
$368K ﹤0.01%
22,745
-2,972
1717
$367K ﹤0.01%
+20,480
1718
$366K ﹤0.01%
8,783
+1,979
1719
$365K ﹤0.01%
13,612
-3,134
1720
$365K ﹤0.01%
5,432
-3,540
1721
$364K ﹤0.01%
6,685
-3,285
1722
$364K ﹤0.01%
+11,869
1723
$364K ﹤0.01%
3,904
-82
1724
$364K ﹤0.01%
7,486
+3,756
1725
$364K ﹤0.01%
22,033
-1,766
67 68
69
70 71