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
2776
– –
-11,210
2777
– –
-1,961
2778
– –
-27,905
2779
– –
-1,528
2780
– –
-84,087
2781
– –
-16,758
2782
– –
-5,475
2783
– –
-8,778
2784
– –
-7,074
2785
– –
-55,026
2786
– –
-8,000
2787
– –
-3,037
2788
– –
-5,750
2789
– –
-3,872
108 109 110 111
112