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
$63.7B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$122M
3
+$120M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$98.7M
5
BND icon
Vanguard Total Bond Market
BND
+$87.3M

Top Sells

1
+$204M
2
+$112M
3
+$92.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$62.7M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$56.5M

Sector Composition

1 Technology 14.09%
2 Financials 8%
3 Healthcare 5.51%
4 Consumer Discretionary 5.23%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
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-2,463
2527
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-16,353
2528
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-5,340
2529
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-1,766
2530
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-11,059
2531
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-8,977
2532
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-6,290
2533
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-8,669
2534
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-125,329
2535
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-18,904
2536
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-852
2537
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-6,078
2538
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-1,821
2539
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-12,203
2540
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-91,280
2541
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-137
2542
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-10,000
2543
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-17
2544
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-1,617
2545
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-2,850
2546
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-19,648
2547
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-6,240
2548
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-1,410
2549
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-1,790
2550
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-352
100 101
102
103 104