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
2076
$207K ﹤0.01%
21,600
-7,105
2077
$206K ﹤0.01%
+16,094
2078
$206K ﹤0.01%
+11,662
2079
$206K ﹤0.01%
8,010
-4,814
2080
$206K ﹤0.01%
+23,373
2081
$206K ﹤0.01%
19,000
2082
$205K ﹤0.01%
19,034
-4,821
2083
$205K ﹤0.01%
3,496
-6,602
2084
$204K ﹤0.01%
6,197
-48,836
2085
$204K ﹤0.01%
3,192
+129
2086
$203K ﹤0.01%
25,780
-2,279
2087
$202K ﹤0.01%
9,352
-4,032
2088
$202K ﹤0.01%
11,002
-920
2089
$201K ﹤0.01%
+15,191
2090
$200K ﹤0.01%
+3,775
2091
$199K ﹤0.01%
+16,924
2092
$198K ﹤0.01%
+14,502
2093
$198K ﹤0.01%
34,000
2094
$197K ﹤0.01%
16,038
+1,033
2095
$196K ﹤0.01%
11,784
-649
2096
$196K ﹤0.01%
30,000
2097
$195K ﹤0.01%
41,155
-489
2098
$195K ﹤0.01%
37,169
+1,831
2099
$194K ﹤0.01%
38,175
-4,026
2100
$193K ﹤0.01%
10,591
-4,137
82 83
84
85 86