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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$336M
2
+$194M
3
+$134M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$118M
5
TSN icon
Tyson Foods
TSN
+$90.3M

Top Sells

1
+$105M
2
+$84M
3
+$78.4M
4
NCLH icon
Norwegian Cruise Line
NCLH
+$76M
5
OXY icon
Occidental Petroleum
OXY
+$72.1M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6.01M 0.02%
284,267
-138,366
627
$5.99M 0.02%
19,082
+3,518
628
$5.99M 0.02%
22,173
-3,420
629
$5.97M 0.02%
174,453
-77,793
630
$5.92M 0.02%
126,124
-82,273
631
$5.91M 0.02%
164,699
-10,051
632
$5.88M 0.02%
61,136
-6
633
$5.8M 0.02%
80,624
-5,894
634
$5.79M 0.02%
62,870
-10,577
635
$5.78M 0.02%
96,312
+3,762
636
$5.75M 0.02%
37,009
+705
637
$5.7M 0.02%
143,126
-90,576
638
$5.64M 0.01%
437,976
-7,160
639
$5.61M 0.01%
315,570
-65,573
640
$5.59M 0.01%
115,771
-144,213
641
$5.58M 0.01%
89,559
-229,742
642
$5.55M 0.01%
188,370
+6,504
643
$5.55M 0.01%
64,706
+1,795
644
$5.53M 0.01%
141,044
-37,288
645
$5.53M 0.01%
42,141
+12,607
646
$5.51M 0.01%
86,591
+23,926
647
$5.5M 0.01%
113,574
-19,512
648
$5.49M 0.01%
365,889
-4,387
649
$5.48M 0.01%
107,799
-3,119
650
$5.47M 0.01%
104,155
+7,693
24 25
26
27 28