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
676
$4.99M 0.01%
59,668
-331
677
$4.97M 0.01%
41,632
+4,021
678
$4.97M 0.01%
86,772
-904
679
$4.95M 0.01%
41,439
-1,523
680
$4.93M 0.01%
256,153
+91,780
681
$4.93M 0.01%
94,850
+3,164
682
$4.92M 0.01%
45,663
-23,994
683
$4.91M 0.01%
64,483
+11,683
684
$4.87M 0.01%
54,519
+47,423
685
$4.86M 0.01%
73,645
-6,176
686
$4.83M 0.01%
104,115
-37,415
687
$4.8M 0.01%
168,499
+4,340
688
$4.77M 0.01%
37,764
-387
689
$4.75M 0.01%
27,306
+1,584
690
$4.73M 0.01%
550,116
+53,850
691
$4.72M 0.01%
140,872
+115,352
692
$4.72M 0.01%
82,280
-20,130
693
$4.71M 0.01%
34,802
-10,337
694
$4.71M 0.01%
332,744
+123,172
695
$4.7M 0.01%
69,816
+4,988
696
$4.68M 0.01%
93,043
+637
697
$4.67M 0.01%
67,131
-10,195
698
$4.63M 0.01%
6,712
+237
699
$4.62M 0.01%
254,526
+148,031
700
$4.61M 0.01%
80,247
+2,329
26 27
28
29 30