Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
2551
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-8,643
2552
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-14,250
2553
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-11,239
2554
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-17,290
2555
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2556
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-6,381
2557
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-195,712
2558
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-9,209
2559
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-19,693
2560
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-58,954
2561
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-10,854
2562
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-14,501
2563
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-71,611
2564
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-10,885
2565
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-22,057
2566
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-19,980
2567
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-25,000
2568
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-106,381
2569
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-58,553
2570
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-17,073
2571
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-489,343
2572
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-6,114
2573
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-92,914
2574
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-1,683
2575
– –
-86,878
101 102
103
104 105