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
2626
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-14,922
2627
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-5,368
2628
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-2,901
2629
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-15,201
2630
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2631
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-6,040
2632
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2633
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-6
2634
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-7,765
2635
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-4,550
2636
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2637
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-40,223
2638
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2639
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-33,688
2640
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-11,120
2641
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-1,990
2642
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2643
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-31,837
2644
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-12,690
2645
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-1,858
2646
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-15,256
2647
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-14,937
2648
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-10,000
2649
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-116,839
2650
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-33,457
104 105
106
107 108