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
1976
$436K ﹤0.01%
20,784
1977
$434K ﹤0.01%
12,011
-729
1978
$434K ﹤0.01%
25,845
-2,074
1979
$434K ﹤0.01%
6,943
+887
1980
$433K ﹤0.01%
38,737
1981
$432K ﹤0.01%
114,940
+25,854
1982
$431K ﹤0.01%
22,755
+4,599
1983
$430K ﹤0.01%
7,330
1984
$427K ﹤0.01%
27,358
+98
1985
$427K ﹤0.01%
14,535
1986
$427K ﹤0.01%
+22,336
1987
$427K ﹤0.01%
7,478
-2,435
1988
$426K ﹤0.01%
11,775
+3,266
1989
$426K ﹤0.01%
34,065
1990
$426K ﹤0.01%
6,482
-276
1991
$425K ﹤0.01%
22,329
+7,811
1992
$425K ﹤0.01%
14,694
-703
1993
$424K ﹤0.01%
11,914
-21
1994
$424K ﹤0.01%
6,271
-1,861
1995
$424K ﹤0.01%
4,429
+1,007
1996
$423K ﹤0.01%
8,554
-1,379
1997
$422K ﹤0.01%
+20,710
1998
$419K ﹤0.01%
35,725
+3,258
1999
$418K ﹤0.01%
3,128
2000
$417K ﹤0.01%
43,167
-3,226
78 79
80
81 82