Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
876
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-7,158
877
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-7,862
878
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-10,000
879
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-4,265
880
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-8,243
881
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-10,541
882
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-79,575
883
– –
-2,785
884
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-9,697
885
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-6,476
886
– –
-5,581
887
– –
-5,670
888
– –
-1,348
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