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
2626
– –
-15,322
2627
– –
-74,650
2628
– –
-6,054
2629
– –
-3,437
2630
– –
-12,456
2631
– –
-20,452
2632
– –
-2,800
2633
– –
-2,369
2634
– –
-30,850
2635
– –
-9,824
2636
– –
-12,941
2637
– –
-14,033
2638
– –
-9,426
2639
– –
-31,906
2640
– –
-23,035
2641
– –
-10,441
2642
– –
-46,628
2643
– –
-1,268
2644
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-6,420
2645
– –
-2,368
2646
– –
-2,064
2647
– –
-40,034
2648
– –
-10,261
2649
– –
-11,729
2650
– –
-20,116
104 105
106
107 108