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
$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
– –
-31,733
2627
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-15,712
2628
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-14,706
2629
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-13,776
2630
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-18,701
2631
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-6,339
2632
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-2,857
2633
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-15,322
2634
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-74,650
2635
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-6,054
2636
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-3,437
2637
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-11,641
2638
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-21,192
2639
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-13,123
2640
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-47,912
2641
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-33,425
2642
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-12,456
2643
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-20,452
2644
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-2,800
2645
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-2,369
2646
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-30,850
2647
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-9,824
2648
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-12,941
2649
– –
-14,033
2650
– –
-9,426
104 105
106
107 108