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
201
$53.4M 0.09%
114
+9
202
$53.3M 0.09%
1,201,078
-14,553
203
$52.7M 0.09%
525,898
-25,951
204
$52.3M 0.09%
502,294
+59,193
205
$51.7M 0.09%
156,052
+3,738
206
$51.3M 0.09%
310,606
+5,908
207
$51M 0.09%
513,055
-36,230
208
$50.6M 0.09%
2,095,881
+65,919
209
$50.3M 0.09%
539,711
-39,780
210
$49.6M 0.09%
667,327
+121,994
211
$49.5M 0.09%
171,444
+62,866
212
$49.4M 0.09%
531,833
-52,618
213
$49.2M 0.09%
597,033
-155,950
214
$48.8M 0.09%
130,077
-20,045
215
$48.6M 0.09%
270,392
+22,056
216
$48.4M 0.09%
715,736
-12,562
217
$47.8M 0.08%
203,019
+3,880
218
$47.7M 0.08%
153,316
-483
219
$47.5M 0.08%
3,370,379
-290,085
220
$47.5M 0.08%
621,485
-35,154
221
$47.3M 0.08%
449,099
-16,782
222
$46.9M 0.08%
931,876
-48,739
223
$46.1M 0.08%
916,537
-45,397
224
$45.8M 0.08%
728,994
+164,564
225
$45.5M 0.08%
991,797
+150,364
7 8
9
10 11