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
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$113M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$112M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80M

Top Sells

1
+$254M
2
+$239M
3
+$151M
4
AMZN icon
Amazon
AMZN
+$111M
5
VTV icon
Vanguard Value ETF
VTV
+$109M

Sector Composition

1 Technology 12.94%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-10,438
2702
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2703
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-7,867
2704
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-7,056
2705
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2706
– –
-17,692
2707
– –
-41,582
2708
– –
-19,862
2709
– –
-7,182
2710
– –
-36,118
2711
– –
-13,804
2712
– –
-14,883
2713
$0 ﹤0.01%
29,784
-271
2714
– –
-558
2715
– –
-23,689
105 106 107 108
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