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
1976
$472K ﹤0.01%
15,758
-590
1977
$472K ﹤0.01%
14,618
-3,407
1978
$471K ﹤0.01%
1,763
+507
1979
$471K ﹤0.01%
15,633
-9,585
1980
$469K ﹤0.01%
10,069
+1,390
1981
$469K ﹤0.01%
+23,014
1982
$469K ﹤0.01%
+18,619
1983
$468K ﹤0.01%
16,631
-49
1984
$468K ﹤0.01%
11,476
-215
1985
$467K ﹤0.01%
+38,050
1986
$466K ﹤0.01%
4,501
+448
1987
$465K ﹤0.01%
+23,974
1988
$464K ﹤0.01%
31,773
-491
1989
$463K ﹤0.01%
12,538
+209
1990
$463K ﹤0.01%
37,289
+26,941
1991
$463K ﹤0.01%
14,549
-37,973
1992
$461K ﹤0.01%
1,394
-27
1993
$461K ﹤0.01%
8,724
-3,051
1994
$459K ﹤0.01%
5,407
+1,247
1995
$459K ﹤0.01%
+14,050
1996
$458K ﹤0.01%
+22,537
1997
$457K ﹤0.01%
12,387
1998
$456K ﹤0.01%
5,035
-472
1999
$455K ﹤0.01%
3,638
-1,966
2000
$455K ﹤0.01%
82,991
+3,718
78 79
80
81 82