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
1976
$241K ﹤0.01%
23,875
-2,031
1977
$241K ﹤0.01%
26,675
-1,529
1978
$241K ﹤0.01%
48,867
-1,363
1979
$240K ﹤0.01%
3,339
+247
1980
$240K ﹤0.01%
3,915
+1,620
1981
$240K ﹤0.01%
20,450
+2,895
1982
$240K ﹤0.01%
3,730
-385
1983
$239K ﹤0.01%
4,118
-7,429
1984
$238K ﹤0.01%
+11,888
1985
$238K ﹤0.01%
12,305
+1,127
1986
$237K ﹤0.01%
1,630
-233
1987
$237K ﹤0.01%
34,475
-3,055
1988
$236K ﹤0.01%
+5,585
1989
$236K ﹤0.01%
22,590
+7,700
1990
$236K ﹤0.01%
25,761
-5,559
1991
$235K ﹤0.01%
8,904
+1,271
1992
$235K ﹤0.01%
9,792
-738
1993
$235K ﹤0.01%
13,605
+508
1994
$234K ﹤0.01%
8,998
+3,016
1995
$233K ﹤0.01%
+9,272
1996
$233K ﹤0.01%
59,031
-17,985
1997
$233K ﹤0.01%
54,662
-6,338
1998
$233K ﹤0.01%
+21,656
1999
$232K ﹤0.01%
14,870
-4,365
2000
$232K ﹤0.01%
18,517
-8,585
78 79
80
81 82