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
1926
$502K ﹤0.01%
+16,284
1927
$502K ﹤0.01%
+17,724
1928
$501K ﹤0.01%
+20,953
1929
$501K ﹤0.01%
17,910
-1,351
1930
$500K ﹤0.01%
48,455
-20,801
1931
$500K ﹤0.01%
+6,678
1932
$500K ﹤0.01%
+18,910
1933
$499K ﹤0.01%
12,252
-444
1934
$498K ﹤0.01%
26,332
+7,313
1935
$498K ﹤0.01%
15,709
-48,060
1936
$498K ﹤0.01%
9,662
+1,812
1937
$497K ﹤0.01%
+20,625
1938
$496K ﹤0.01%
6,111
-2,119
1939
$496K ﹤0.01%
19,318
-705
1940
$495K ﹤0.01%
62,144
+45,838
1941
$494K ﹤0.01%
40,448
-37,641
1942
$494K ﹤0.01%
3,016
+1,074
1943
$493K ﹤0.01%
26,741
+43
1944
$491K ﹤0.01%
17,441
-102
1945
$491K ﹤0.01%
+26,702
1946
$490K ﹤0.01%
31,254
1947
$489K ﹤0.01%
10,622
+4,931
1948
$489K ﹤0.01%
12,410
+933
1949
$487K ﹤0.01%
+1,000,000
1950
$485K ﹤0.01%
36,421
-16,766
76 77
78
79 80