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
2201
$296K ﹤0.01%
7,979
-54,191
2202
$296K ﹤0.01%
6,640
-905
2203
$296K ﹤0.01%
2,597
+183
2204
$295K ﹤0.01%
+14,420
2205
$295K ﹤0.01%
+12,940
2206
$294K ﹤0.01%
5,900
2207
$294K ﹤0.01%
8,820
+4,540
2208
$294K ﹤0.01%
6,248
-1,757
2209
$293K ﹤0.01%
17,313
+16,000
2210
$292K ﹤0.01%
11,275
+443
2211
$291K ﹤0.01%
16,579
-1,000
2212
$290K ﹤0.01%
27,876
+342
2213
$289K ﹤0.01%
+22,094
2214
$289K ﹤0.01%
+12,600
2215
$289K ﹤0.01%
2,310
-35
2216
$288K ﹤0.01%
2,738
+40
2217
$288K ﹤0.01%
9,683
+106
2218
$288K ﹤0.01%
7,663
2219
$287K ﹤0.01%
12,941
-1,991
2220
$287K ﹤0.01%
17,825
-47,521
2221
$287K ﹤0.01%
23,442
+4,381
2222
$287K ﹤0.01%
15,508
-27,416
2223
$286K ﹤0.01%
72,159
-10,000
2224
$285K ﹤0.01%
15,681
+4,238
2225
$284K ﹤0.01%
7,026
+3,162
87 88
89
90 91