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
151
$80M 0.14%
471,777
-53,956
152
$79.9M 0.14%
567,049
-2,721
153
$78.2M 0.14%
856,151
+8,482
154
$77.8M 0.14%
1,167,590
-24,718
155
$76.9M 0.14%
657,530
-29,474
156
$76.8M 0.14%
1,365,285
+111,120
157
$76.2M 0.13%
1,908,186
+71,755
158
$76.1M 0.13%
195,497
-5,035
159
$76M 0.13%
1,064,017
+43,904
160
$75.7M 0.13%
3,940,239
+3,518,459
161
$75.7M 0.13%
1,735,077
+81,585
162
$72.7M 0.13%
931,891
-134,874
163
$72.3M 0.13%
214,725
-45,582
164
$71.9M 0.13%
3,903,972
-216,762
165
$70.9M 0.12%
713,076
+27,578
166
$70.7M 0.12%
823,559
-98,617
167
$70.5M 0.12%
940,850
-42,479
168
$69.6M 0.12%
661,087
+42,690
169
$68.8M 0.12%
361,393
-55,987
170
$68.2M 0.12%
655,149
+19,477
171
$67.5M 0.12%
560,925
-197,351
172
$65.9M 0.12%
688,162
+327,158
173
$65.5M 0.12%
459,654
+6,416
174
$64.9M 0.11%
1,109,164
+73,003
175
$64.4M 0.11%
145,519
+1,261
5 6
7
8 9