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
2526
– –
-6,114
2527
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-2,961
2528
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-6,808
2529
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-16,721
2530
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-13,510
2531
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-5,394
2532
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-11,474
2533
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-13,918
2534
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-4,292
2535
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-1,250
2536
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-17,964
2537
– –
-1,396
2538
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-11,641
2539
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-21,192
2540
– –
-13,123
2541
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-47,912
2542
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-33,425
2543
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-13,086
2544
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-23,247
2545
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-15,800
2546
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-10,369
2547
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-10,665
2548
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-3,116
2549
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-2,298
2550
– –
-14,917
100 101
102
103 104