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
1776
$325K ﹤0.01%
+11,662
1777
$325K ﹤0.01%
20,780
+5,322
1778
$325K ﹤0.01%
12,354
+287
1779
$325K ﹤0.01%
+31,722
1780
$325K ﹤0.01%
33,607
-8,375
1781
$324K ﹤0.01%
33,701
-18,872
1782
$324K ﹤0.01%
13,172
1783
$323K ﹤0.01%
+41,851
1784
$323K ﹤0.01%
16,135
+3,110
1785
$323K ﹤0.01%
+11,922
1786
$323K ﹤0.01%
12,809
-780
1787
$323K ﹤0.01%
11,918
-827
1788
$322K ﹤0.01%
22,333
+1,737
1789
$322K ﹤0.01%
29,288
-682
1790
$322K ﹤0.01%
40,449
-2,585
1791
$321K ﹤0.01%
22,618
-313
1792
$320K ﹤0.01%
26,140
-2,353
1793
$320K ﹤0.01%
23,327
-359,496
1794
$320K ﹤0.01%
23,051
+2,774
1795
$320K ﹤0.01%
5,390
+2,923
1796
$319K ﹤0.01%
10,905
-912
1797
$318K ﹤0.01%
96,179
+16,682
1798
$316K ﹤0.01%
18,229
-1,570
1799
$316K ﹤0.01%
35,740
+10,000
1800
$315K ﹤0.01%
7,791
-1,731
70 71
72
73 74