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
2201
$301K ﹤0.01%
8,136
-625
2202
$300K ﹤0.01%
4,980
-192
2203
$300K ﹤0.01%
3,338
-167
2204
$300K ﹤0.01%
11,152
-3,160
2205
$298K ﹤0.01%
2,102
-165
2206
$297K ﹤0.01%
22,170
+295
2207
$296K ﹤0.01%
44,388
-951
2208
$296K ﹤0.01%
41,330
-16,004
2209
$295K ﹤0.01%
5,814
-5,810
2210
$293K ﹤0.01%
+3,215
2211
$293K ﹤0.01%
+9,362
2212
$293K ﹤0.01%
5,899
+18
2213
$292K ﹤0.01%
14,240
+2,018
2214
$292K ﹤0.01%
12,795
+42
2215
$291K ﹤0.01%
16,436
-143
2216
$290K ﹤0.01%
29,413
-16,327
2217
$290K ﹤0.01%
9,102
-2,030
2218
$290K ﹤0.01%
73,359
2219
$289K ﹤0.01%
7,354
-886
2220
$288K ﹤0.01%
21,959
-1,947
2221
$288K ﹤0.01%
3,052
-3,444
2222
$287K ﹤0.01%
10,475
2223
$286K ﹤0.01%
6,483
-5
2224
$284K ﹤0.01%
+12,176
2225
$284K ﹤0.01%
9,613
-813
87 88
89
90 91