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
1951
$485K ﹤0.01%
33,229
1952
$484K ﹤0.01%
10,338
-110
1953
$484K ﹤0.01%
+15,720
1954
$484K ﹤0.01%
19,172
+477
1955
$483K ﹤0.01%
17,071
-69
1956
$483K ﹤0.01%
21,930
-637
1957
$483K ﹤0.01%
32,879
-3,216
1958
$481K ﹤0.01%
26,558
+1,264
1959
$481K ﹤0.01%
6,909
-474
1960
$478K ﹤0.01%
+28,673
1961
$478K ﹤0.01%
+23,293
1962
$478K ﹤0.01%
+20,560
1963
$478K ﹤0.01%
+31,187
1964
$478K ﹤0.01%
+7,002
1965
$477K ﹤0.01%
11,500
1966
$477K ﹤0.01%
9,569
-5,570
1967
$476K ﹤0.01%
16,672
-446
1968
$476K ﹤0.01%
108,203
+29,888
1969
$474K ﹤0.01%
12,128
+2,441
1970
$473K ﹤0.01%
215,088
-4,476
1971
$473K ﹤0.01%
+10,442
1972
$473K ﹤0.01%
5,054
-1,196
1973
$473K ﹤0.01%
18,896
+7,730
1974
$473K ﹤0.01%
+12,504
1975
$473K ﹤0.01%
+32,790
77 78
79
80 81