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
$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 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-29
2602
– –
-15,327
2603
– –
-10,148
2604
– –
-2,022
2605
– –
-9,846
2606
– –
-10,027
2607
– –
-2,603
2608
– –
-1,055
2609
– –
-456
2610
– –
-5,156
2611
– –
-11,188
2612
– –
-1,534
2613
– –
-20,179
2614
– –
-10,579
101 102 103 104
105