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
$4.87B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.24M
3
+$7.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.31M

Top Sells

1
+$6.55M
2
+$5.77M
3
+$5.58M
4
ASH icon
Ashland
ASH
+$5.12M
5
EMC
EMC CORPORATION
EMC
+$4.77M

Sector Composition

1 Financials 11.93%
2 Healthcare 11.44%
3 Technology 11.36%
4 Consumer Staples 9.55%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$31K ﹤0.01%
1,500
827
$30K ﹤0.01%
1,000
828
$26K ﹤0.01%
707
829
$22K ﹤0.01%
600
830
$21K ﹤0.01%
1,400
831
$19K ﹤0.01%
1,200
832
$9K ﹤0.01%
100
833
$5K ﹤0.01%
12,000
834
$2K ﹤0.01%
40,037
-43
835
– –
-6,648
836
– –
-7,158
837
– –
-1,348
838
– –
-7,862
839
– –
-10,000
840
– –
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841
– –
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842
– –
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843
– –
-7,537
844
– –
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845
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846
– –
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847
– –
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848
– –
-8,001
849
– –
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850
– –
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32 33
34
35 36