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
1951
$452K ﹤0.01%
4,783
+581
1952
$451K ﹤0.01%
11,500
1953
$450K ﹤0.01%
41,292
+5,239
1954
$450K ﹤0.01%
5,626
+69
1955
$446K ﹤0.01%
24,873
+753
1956
$446K ﹤0.01%
6,074
-168
1957
$446K ﹤0.01%
4,290
1958
$446K ﹤0.01%
6,037
-117
1959
$445K ﹤0.01%
13,810
+700
1960
$445K ﹤0.01%
+42,329
1961
$444K ﹤0.01%
+10,509
1962
$443K ﹤0.01%
2,692
-702
1963
$442K ﹤0.01%
36,170
1964
$442K ﹤0.01%
10,499
-426
1965
$442K ﹤0.01%
13,796
-2,807
1966
$441K ﹤0.01%
6,764
-732
1967
$441K ﹤0.01%
7,903
+57
1968
$441K ﹤0.01%
12,441
+583
1969
$441K ﹤0.01%
14,304
+2,230
1970
$440K ﹤0.01%
6,481
+23
1971
$438K ﹤0.01%
19,510
1972
$438K ﹤0.01%
5,140
1973
$437K ﹤0.01%
10,338
+946
1974
$437K ﹤0.01%
25,911
+5,283
1975
$436K ﹤0.01%
+9,190
77 78
79
80 81