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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$228M
3
+$177M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$155M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$203M
2
+$111M
3
+$108M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$106M
5
EOG icon
EOG Resources
EOG
+$106M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2754
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2755
$0 ﹤0.01%
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2756
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2757
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0
2758
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2759
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2760
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2765
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2768
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2771
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2772
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2773
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2774
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2775
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109 110
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