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
2301
$242K ﹤0.01%
+7,820
2302
$241K ﹤0.01%
5,987
+19
2303
$241K ﹤0.01%
+5,199
2304
$241K ﹤0.01%
32,068
+17
2305
$240K ﹤0.01%
6,506
+53
2306
$239K ﹤0.01%
13,131
-358
2307
$239K ﹤0.01%
14,396
-1,974
2308
$238K ﹤0.01%
+13,370
2309
$238K ﹤0.01%
6,939
-8,741
2310
$238K ﹤0.01%
4,507
-2,259
2311
$237K ﹤0.01%
15,970
-130,821
2312
$237K ﹤0.01%
7,918
2313
$236K ﹤0.01%
10,356
-18
2314
$236K ﹤0.01%
12,427
+43
2315
$236K ﹤0.01%
14,697
+3,952
2316
$236K ﹤0.01%
13,107
-3,231
2317
$235K ﹤0.01%
8,150
-2,910
2318
$235K ﹤0.01%
+5,647
2319
$235K ﹤0.01%
10,343
-113
2320
$234K ﹤0.01%
2,338
+105
2321
$234K ﹤0.01%
29,998
-1,145
2322
$234K ﹤0.01%
34,798
2323
$234K ﹤0.01%
3,315
-195
2324
$233K ﹤0.01%
72,733
+33,902
2325
$231K ﹤0.01%
4,994
-732
91 92
93
94 95