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
2601
– –
-13,785
2602
– –
-38,214
2603
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-12,949
2604
– –
0
2605
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-11,756
2606
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-5,659
2607
– –
-20,129
2608
– –
-5,131
2609
– –
-115,350
2610
– –
-6,053
2611
– –
-72,443
2612
– –
-5,996
2613
– –
-12,422
2614
– –
-18,090
2615
– –
-4,280
2616
– –
-11,915
2617
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-13,554
2618
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-7,448
2619
– –
-31,733
2620
– –
-15,712
2621
– –
-14,706
2622
– –
-13,776
2623
– –
-18,701
2624
– –
-6,339
2625
– –
-2,857
103 104
105
106 107