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
2401
– –
-37,366
2402
– –
-15,549
2403
– –
-129,937
2404
– –
-22,572
2405
– –
-26,896
2406
– –
-8,827
2407
– –
-2,717
2408
– –
-669
2409
– –
-11,840
2410
– –
-11,059
2411
– –
-14,195
2412
– –
-10,813
2413
– –
-27,718
2414
– –
-63,895
2415
– –
-3,694
2416
– –
-39,422
2417
– –
-13,184
2418
– –
-10,570
2419
– –
-18,096
2420
– –
-7,083
2421
– –
-7,175
2422
– –
-1,102
2423
– –
-8,237
2424
– –
-9,505
2425
– –
-67,275
95 96
97
98 99