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
2801
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-3,971
2802
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-24,620
2803
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2804
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-71,484
2805
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2806
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2807
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-14,840
2808
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-25,459
2809
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-32,174
2810
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-1,125
2811
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-5,226
2812
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-35,814
2813
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-38,044
2814
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-1,504
2815
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-4,000
2816
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2817
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2818
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2819
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2820
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2821
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-3,853
2822
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-198,427
2823
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-3,572
2824
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-2,963
2825
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-733
111 112
113
114 115