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
2751
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-3,750
2752
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2753
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-5,932
2754
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2755
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2756
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-10,030
2757
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-1
2758
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-16,500
2759
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-3,171
2760
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2761
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2762
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-3,717
2763
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-11,715
2764
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-25,141
2765
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2766
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-2,077
2767
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2768
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2769
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2770
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-13,666
2771
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-20,050
2772
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-5,574
2773
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-12,809
2774
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-9,488
2775
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-3,872
108 109 110
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