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
2351
$232K ﹤0.01%
3,670
+263
2352
$231K ﹤0.01%
6,033
-660
2353
$230K ﹤0.01%
3,254
-1,292
2354
$230K ﹤0.01%
4,425
-10
2355
$229K ﹤0.01%
8,000
2356
$229K ﹤0.01%
+10,121
2357
$229K ﹤0.01%
7,694
-6,997
2358
$227K ﹤0.01%
6,359
-38,616
2359
$227K ﹤0.01%
19,360
-5,126
2360
$227K ﹤0.01%
50,199
-2
2361
$226K ﹤0.01%
17,121
-742
2362
$226K ﹤0.01%
7,429
-36,841
2363
$226K ﹤0.01%
10,977
-2,465
2364
$225K ﹤0.01%
5,303
+6
2365
$224K ﹤0.01%
20,941
-225
2366
$224K ﹤0.01%
6,048
-289
2367
$224K ﹤0.01%
7,939
2368
$224K ﹤0.01%
+6,470
2369
$223K ﹤0.01%
32,658
+34
2370
$223K ﹤0.01%
10,918
+1,668
2371
$223K ﹤0.01%
31,018
-6,142
2372
$223K ﹤0.01%
8,694
-1,691
2373
$223K ﹤0.01%
7,431
-284
2374
$223K ﹤0.01%
141,300
+40,000
2375
$223K ﹤0.01%
4,507
-3,730
93 94
95
96 97