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
1926
$259K ﹤0.01%
15,790
-222
1927
$258K ﹤0.01%
19,819
+1,061
1928
$258K ﹤0.01%
23,581
+2,122
1929
$258K ﹤0.01%
4,850
-755
1930
$258K ﹤0.01%
+1,601
1931
$257K ﹤0.01%
1,883
+100
1932
$257K ﹤0.01%
3,134
-1,506
1933
$257K ﹤0.01%
+21,050
1934
$256K ﹤0.01%
21,292
-1,560
1935
$255K ﹤0.01%
11,599
-400
1936
$255K ﹤0.01%
5,193
+75
1937
$254K ﹤0.01%
+3,126
1938
$254K ﹤0.01%
16,143
-1,397
1939
$254K ﹤0.01%
16,030
+2,898
1940
$253K ﹤0.01%
12,702
-19,953
1941
$253K ﹤0.01%
5,138
-3,250
1942
$252K ﹤0.01%
57,055
+3,276
1943
$251K ﹤0.01%
+34,585
1944
$250K ﹤0.01%
7,847
-196
1945
$250K ﹤0.01%
6,009
+1,668
1946
$250K ﹤0.01%
4,038
-331
1947
$250K ﹤0.01%
38,481
+6,915
1948
$250K ﹤0.01%
11,536
+276
1949
$249K ﹤0.01%
3,826
+11
1950
$249K ﹤0.01%
+28,633
76 77
78
79 80