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
$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
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
1
$2.29B 4.21%
6,046,211
+129,438
2
$1.29B 2.37%
3,426,390
-48,470
3
$1.26B 2.31%
4,905,527
-241,088
4
$1.21B 2.22%
19,251,263
-766,605
5
$1.08B 1.99%
7,921,726
-284,592
6
$831M 1.53%
34,773,436
+1,306,329
7
$744M 1.37%
5,542,066
+847,972
8
$603M 1.11%
4,571,786
-371,764
9
$587M 1.08%
3,308,915
-26,321
10
$575M 1.06%
2,095,437
+8,584
11
$502M 0.92%
3,947,552
+282,237
12
$501M 0.92%
4,577,800
-170,340
13
$500M 0.92%
3,266,226
-146,959
14
$498M 0.91%
5,384,350
-989,841
15
$495M 0.91%
4,865,885
+2,267,966
16
$470M 0.86%
5,156,818
-46,051
17
$457M 0.84%
2,090,869
-18,058
18
$453M 0.83%
4,262,861
-71,379
19
$452M 0.83%
3,526,837
+480,928
20
$413M 0.76%
1,472,101
+252,609
21
$404M 0.74%
6,866,790
-159,550
22
$402M 0.74%
2,043,825
-69,828
23
$387M 0.71%
2,324,574
-37,143
24
$385M 0.71%
749,898
-8,367
25
$385M 0.71%
1,110,198
-17,196
1
2 3 4 5