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
1801
$610K ﹤0.01%
15,818
+3,669
1802
$610K ﹤0.01%
1,760
+202
1803
$609K ﹤0.01%
23,307
-28
1804
$608K ﹤0.01%
9,598
-21,739
1805
$607K ﹤0.01%
16,687
-12,756
1806
$607K ﹤0.01%
5,903
+3,503
1807
$605K ﹤0.01%
+43,967
1808
$605K ﹤0.01%
+8,507
1809
$602K ﹤0.01%
37,786
-4,082
1810
$601K ﹤0.01%
+14,186
1811
$600K ﹤0.01%
30,432
+6,232
1812
$599K ﹤0.01%
38,494
+667
1813
$598K ﹤0.01%
38,991
-7,911
1814
$598K ﹤0.01%
+42,269
1815
$598K ﹤0.01%
+16,057
1816
$597K ﹤0.01%
20,106
-1,677
1817
$597K ﹤0.01%
+12,288
1818
$596K ﹤0.01%
18,500
+6,741
1819
$596K ﹤0.01%
54,048
-25,450
1820
$595K ﹤0.01%
51,081
1821
$594K ﹤0.01%
+11,193
1822
$593K ﹤0.01%
+5,651
1823
$593K ﹤0.01%
+16,681
1824
$593K ﹤0.01%
12,409
-1,924
1825
$591K ﹤0.01%
8,435
-23
71 72
73
74 75