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
– –
-10,775
2402
– –
-27,674
2403
– –
-22,050
2404
– –
-18,313
2405
– –
-39,728
2406
– –
-21,552
2407
– –
-5,298
2408
– –
-11,600
2409
– –
-5,625
2410
– –
-3,631
2411
– –
-8,660
2412
– –
-5,773
2413
– –
-297,091
2414
– –
-27,772
2415
– –
-7,207
2416
– –
-8,352
2417
– –
-10,117
2418
– –
-11,015
2419
– –
-35,953
2420
– –
-5,076
2421
– –
-7,736
2422
– –
-494
2423
– –
-21,482
2424
– –
-13,238
2425
– –
-6,750
95 96
97
98 99