Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$1.08B 2.84%
4,179,977
-12,183
2
$907M 2.39%
3,517,443
+388,023
3
$906M 2.39%
5,744,818
-23,390
4
$904M 2.38%
20,438,520
+74,032
5
$624M 1.64%
9,816,320
+88,836
6
$550M 1.45%
19,642,383
-351,469
7
$509M 1.34%
38,623,425
-558,654
8
$439M 1.16%
3,345,781
+60,157
9
$402M 1.06%
2,154,060
+96,525
10
$389M 1.02%
3,764,721
+2,812,571
11
$368M 0.97%
6,858,030
+141,810
12
$367M 0.97%
5,005,381
+176,263
13
$349M 0.92%
7,000,768
+11,630
14
$348M 0.92%
2,309,166
-373,352
15
$336M 0.88%
3,443,060
+301,120
16
$317M 0.84%
5,456,800
-40,220
17
$311M 0.82%
5,811,456
-458,761
18
$307M 0.81%
2,556,309
-21,785
19
$296M 0.78%
3,755,524
+18,927
20
$294M 0.77%
7,484,676
+82,638
21
$289M 0.76%
3,789,695
+25,005
22
$276M 0.73%
4,298,940
+490,177
23
$268M 0.71%
2,322,878
-115,373
24
$252M 0.66%
2,801,416
+78,212
25
$247M 0.65%
1,533,639
+34,420
1
2 3 4 5