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
2301
$8K ﹤0.01%
250
+105
2302
$7K ﹤0.01%
10,200
-783
2303
$7K ﹤0.01%
1,342
2304
$6K ﹤0.01%
500
2305
$5K ﹤0.01%
52
+6
2306
$4K ﹤0.01%
1,064
2307
$3K ﹤0.01%
+667
2308
– –
-1,838
2309
– –
-15,689
2310
– –
-50,737
2311
– –
-30,824
2312
– –
-36,333
2313
– –
-7,333
2314
– –
-174,356
2315
– –
-19,026
2316
– –
-6,346
2317
– –
-37,366
2318
– –
-15,549
2319
– –
-129,937
2320
– –
-22,572
2321
– –
-15,340
2322
– –
-26,896
2323
– –
-8,827
2324
– –
-2,717
2325
– –
-669
91 92
93
94 95