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
$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
– –
-55,867
2702
– –
-15,912
2703
– –
-13,570
2704
– –
-22,087
2705
– –
-12,112
2706
– –
-61,439
2707
– –
-13,913
2708
– –
-133,957
2709
– –
-15,480
2710
– –
-11,620
2711
– –
-146,959
2712
– –
-42,140
2713
– –
-614,562
2714
– –
-8,875
2715
– –
-36,390
105 106 107 108
109