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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$589K ﹤0.01%
+7,305
1802
$587K ﹤0.01%
16,680
+28
1803
$585K ﹤0.01%
35,453
-788
1804
$585K ﹤0.01%
26,698
1805
$584K ﹤0.01%
12,142
-6,382
1806
$582K ﹤0.01%
14,173
-823
1807
$579K ﹤0.01%
+6,974
1808
$578K ﹤0.01%
32,748
+348
1809
$578K ﹤0.01%
21,115
-587
1810
$574K ﹤0.01%
15,040
-26,250
1811
$574K ﹤0.01%
7,181
-14,519
1812
$574K ﹤0.01%
10,058
-370
1813
$573K ﹤0.01%
10,201
-27
1814
$573K ﹤0.01%
26,375
-1,249
1815
$572K ﹤0.01%
27,963
-2,278
1816
$572K ﹤0.01%
14,832
+5,665
1817
$570K ﹤0.01%
9,295
-640
1818
$570K ﹤0.01%
23,457
-1,450
1819
$570K ﹤0.01%
10,826
+7,746
1820
$569K ﹤0.01%
18,082
-36,683
1821
$567K ﹤0.01%
44,684
-10,159
1822
$565K ﹤0.01%
26,007
+3,657
1823
$565K ﹤0.01%
23,390
-22,348
1824
$564K ﹤0.01%
8,003
+94
1825
$563K ﹤0.01%
8,738
-241,692
71 72
73
74 75