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
1826
$303K ﹤0.01%
4,690
-1,065
1827
$303K ﹤0.01%
55,507
-400
1828
$303K ﹤0.01%
36,361
+887
1829
$303K ﹤0.01%
44,677
+912
1830
$303K ﹤0.01%
10,160
-2,760
1831
$303K ﹤0.01%
3,382
-823
1832
$303K ﹤0.01%
14,471
-1,346
1833
$302K ﹤0.01%
32,897
-476
1834
$302K ﹤0.01%
+13,838
1835
$302K ﹤0.01%
8,356
+1,967
1836
$301K ﹤0.01%
3,512
+689
1837
$301K ﹤0.01%
16,778
-143,160
1838
$301K ﹤0.01%
6,738
-4,488
1839
$300K ﹤0.01%
28,020
-2,231
1840
$300K ﹤0.01%
24,806
+458
1841
$300K ﹤0.01%
23,260
-2,889
1842
$300K ﹤0.01%
3,163
-2,050
1843
$299K ﹤0.01%
3,107
-4,919
1844
$299K ﹤0.01%
29,308
-8,713
1845
$298K ﹤0.01%
23,914
+3,000
1846
$298K ﹤0.01%
+9,314
1847
$297K ﹤0.01%
47,038
-3,152
1848
$297K ﹤0.01%
+31,368
1849
$297K ﹤0.01%
36,769
-140
1850
$295K ﹤0.01%
+30,405
72 73
74
75 76