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
2326
– –
-11,840
2327
– –
-11,059
2328
– –
-14,195
2329
– –
-10,813
2330
– –
-27,718
2331
– –
-63,895
2332
– –
-61,906
2333
– –
-10,450
2334
– –
-6,186
2335
– –
-4,561
2336
– –
-3,193
2337
– –
-8,256
2338
– –
-5,922
2339
– –
-10,878
2340
– –
-7,057
2341
– –
-3,189
2342
– –
-4,104
2343
– –
-11,465
2344
– –
-11,169
2345
– –
-23,291
2346
– –
-10,638
2347
– –
-6,934
2348
– –
-1,534
2349
– –
-119,614
2350
– –
-68,743
92 93
94
95 96