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
$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
2626
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2627
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2628
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2629
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2630
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2633
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2634
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2635
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2636
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2637
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2638
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2639
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2640
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2641
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2644
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2645
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2646
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2647
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2648
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2649
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2650
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-41,347
104 105
106
107 108