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
1926
$470K ﹤0.01%
20,650
+32
1927
$470K ﹤0.01%
14,460
-56
1928
$469K ﹤0.01%
31,990
+1,630
1929
$468K ﹤0.01%
7,548
-219
1930
$468K ﹤0.01%
+9,682
1931
$468K ﹤0.01%
3,499
+221
1932
$466K ﹤0.01%
11,791
+2,017
1933
$465K ﹤0.01%
16,466
-3,564
1934
$463K ﹤0.01%
18,274
-6,844
1935
$462K ﹤0.01%
12,387
+2,387
1936
$462K ﹤0.01%
11,783
+1,154
1937
$461K ﹤0.01%
15,929
+1,082
1938
$461K ﹤0.01%
19,732
+64
1939
$460K ﹤0.01%
9,550
+195
1940
$459K ﹤0.01%
11,505
-1,398
1941
$459K ﹤0.01%
28,771
+198
1942
$459K ﹤0.01%
20,787
+728
1943
$458K ﹤0.01%
7,295
+276
1944
$456K ﹤0.01%
7,639
-65
1945
$455K ﹤0.01%
+16,640
1946
$455K ﹤0.01%
7,144
+86
1947
$453K ﹤0.01%
+128,408
1948
$453K ﹤0.01%
221,766
-121,938
1949
$453K ﹤0.01%
19,880
-2,321
1950
$452K ﹤0.01%
32,308
-3,985
76 77
78
79 80