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
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.23B 3.92%
5,806,015
-253,443
2
$1.43B 2.51%
3,728,340
+227,366
3
$1.18B 2.07%
4,901,334
-5,968
4
$1.14B 2%
17,861,674
-274,594
5
$1.08B 1.91%
47,732,839
+5,575,010
6
$1.01B 1.78%
7,767,188
-173,247
7
$891M 1.57%
6,306,501
+438,697
8
$686M 1.21%
4,888,174
+246,637
9
$684M 1.2%
2,164,865
-40,831
10
$603M 1.06%
3,412,669
+35,125
11
$572M 1.01%
5,155,217
-86,427
12
$568M 1%
4,182,586
+73,939
13
$549M 0.97%
5,665,023
+840,455
14
$523M 0.92%
3,235,006
-20,789
15
$514M 0.9%
5,434,437
+142,247
16
$514M 0.9%
2,398,971
+195,924
17
$471M 0.83%
3,787,930
-16,045
18
$462M 0.81%
4,436,283
+584,870
19
$451M 0.79%
4,933,229
+620,757
20
$449M 0.79%
2,958,518
+347,372
21
$436M 0.77%
2,413,061
+53,737
22
$423M 0.74%
1,203,448
-212,244
23
$422M 0.74%
5,203,721
+1,223,057
24
$420M 0.74%
2,342,216
-23,998
25
$408M 0.72%
8,431,870
-85,915
1
2 3 4 5