Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$127M
2
+$126M
3
+$126M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$87.4M

Top Sells

1
+$114M
2
+$108M
3
+$97.8M
4
TSN icon
Tyson Foods
TSN
+$90.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$75M

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
2501
$11.7K ﹤0.01%
36,667
2502
$9.8K ﹤0.01%
800
2503
$9.74K ﹤0.01%
+16,125
2504
$9.24K ﹤0.01%
+1,002
2505
$9.12K ﹤0.01%
598
-1,038
2506
$8.48K ﹤0.01%
673
2507
$7.28K ﹤0.01%
54
2508
$6.72K ﹤0.01%
10,166
2509
– –
0
2510
$2.54K ﹤0.01%
18,165
2511
$1.88K ﹤0.01%
400
2512
$1.68K ﹤0.01%
10,000
2513
$1.49K ﹤0.01%
1,000
2514
– –
-58,954
2515
– –
-10,854
2516
– –
-14,501
2517
– –
-71,611
2518
– –
-10,885
2519
– –
-22,057
2520
– –
-19,980
2521
– –
-25,000
2522
– –
-106,381
2523
– –
-58,553
2524
– –
-17,073
2525
– –
-489,343
99 100
101
102 103