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
2301
$249K ﹤0.01%
8,754
-355
2302
$248K ﹤0.01%
18,104
+253
2303
$248K ﹤0.01%
+10,243
2304
$248K ﹤0.01%
17,500
2305
$248K ﹤0.01%
2,970
-176
2306
$248K ﹤0.01%
4,703
-485
2307
$247K ﹤0.01%
+653
2308
$247K ﹤0.01%
3,775
-28
2309
$247K ﹤0.01%
11,668
+2,456
2310
$246K ﹤0.01%
72,194
+5,694
2311
$246K ﹤0.01%
5,110
-1,755
2312
$245K ﹤0.01%
9,070
-2,330
2313
$245K ﹤0.01%
50,215
-7,880
2314
$245K ﹤0.01%
12,633
-1,371
2315
$245K ﹤0.01%
5,311
+70
2316
$245K ﹤0.01%
20,941
+213
2317
$244K ﹤0.01%
11,644
+496
2318
$244K ﹤0.01%
19,484
+7,876
2319
$244K ﹤0.01%
53,776
+13,672
2320
$244K ﹤0.01%
4,498
+330
2321
$243K ﹤0.01%
+11,864
2322
$243K ﹤0.01%
15,909
2323
$242K ﹤0.01%
7,500
-10,000
2324
$242K ﹤0.01%
20,287
+30
2325
$242K ﹤0.01%
+8,309
91 92
93
94 95