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
2726
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-5,480
2727
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-120,500
2728
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-11,239
2729
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-36,716
2730
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2731
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-3,190
2732
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-11,478
2733
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-28,348
2734
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-6,355
2735
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-17,905
2736
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-9,828
2737
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-8,968
2738
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-9,562
2739
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-5,000
2740
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-11,367
2741
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-15,796
2742
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-7,905
2743
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-20,477
2744
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2745
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2746
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-5,548
2747
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-2,000
2748
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-3,929
2749
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-3,900
2750
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-6,605
108 109
110
111 112