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
151
$55.8M 0.15%
425,354
-4,068
152
$55.6M 0.15%
1,437,152
+84,088
153
$55.2M 0.15%
1,572,276
-853
154
$55M 0.14%
518,328
+8,838
155
$54.3M 0.14%
383,462
-34,792
156
$54.2M 0.14%
479,891
-48,679
157
$53.9M 0.14%
994,766
-139,910
158
$53.4M 0.14%
1,196,356
-7,912
159
$52.4M 0.14%
240,857
+12,044
160
$52.3M 0.14%
1,729,475
+54,825
161
$52.1M 0.14%
289,114
+12,600
162
$51.5M 0.14%
5,170,432
+84,976
163
$51.4M 0.14%
560,194
+3,736
164
$51.2M 0.13%
1,506,472
-1,337,971
165
$51.2M 0.13%
1,383,671
-65,818
166
$51.1M 0.13%
328,215
-4,165
167
$50.2M 0.13%
1,814,054
-732,417
168
$49.1M 0.13%
1,857,101
-203,995
169
$49M 0.13%
978,237
+33,888
170
$48.8M 0.13%
633,723
-180,781
171
$47.9M 0.13%
504,632
+299,152
172
$47.8M 0.13%
706,539
-58,087
173
$47.7M 0.13%
779,872
+226,708
174
$47.7M 0.13%
969,281
-13,827
175
$47.6M 0.13%
996,588
+55,687
5 6
7
8 9