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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,818
New
Increased
Reduced
Closed

Top Buys

1
+$328M
2
+$233M
3
+$162M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$124M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M

Top Sells

1
+$184M
2
+$106M
3
+$98.4M
4
QSR icon
Restaurant Brands International
QSR
+$89.3M
5
VZ icon
Verizon
VZ
+$87.2M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$18K ﹤0.01%
+400
2577
$15K ﹤0.01%
+11,373
2578
$15K ﹤0.01%
149
-513
2579
$14K ﹤0.01%
1,396
2580
$14K ﹤0.01%
662
2581
$14K ﹤0.01%
10,000
2582
$13K ﹤0.01%
+14
2583
$10K ﹤0.01%
840
-113
2584
– –
0
2585
$9K ﹤0.01%
1,000
2586
$5K ﹤0.01%
+10,166
2587
$4K ﹤0.01%
400
2588
$3K ﹤0.01%
8
2589
$3K ﹤0.01%
550
2590
– –
-6,296
2591
– –
-2,781
2592
– –
-25,140
2593
– –
-3,326
2594
– –
-4,100
2595
– –
-9,258
2596
– –
-12,823
2597
– –
-15,230
2598
– –
-8,316
2599
– –
-24,109
2600
– –
-3,750
102 103
104
105 106