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
$63.7B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$122M
3
+$120M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$98.7M
5
BND icon
Vanguard Total Bond Market
BND
+$87.3M

Top Sells

1
+$204M
2
+$112M
3
+$92.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$62.7M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$56.5M

Sector Composition

1 Technology 14.09%
2 Financials 8%
3 Healthcare 5.51%
4 Consumer Discretionary 5.23%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$755K ﹤0.01%
27,242
+3,732
1652
$754K ﹤0.01%
5,042
-6,423
1653
$754K ﹤0.01%
5,334
+52
1654
$751K ﹤0.01%
25,505
-298
1655
$751K ﹤0.01%
15,000
-2,126
1656
$748K ﹤0.01%
17,294
-5,589
1657
$744K ﹤0.01%
7,128
-112
1658
$744K ﹤0.01%
20,545
+1,425
1659
$743K ﹤0.01%
3,886
-93
1660
$741K ﹤0.01%
58,235
+43,185
1661
$741K ﹤0.01%
8,963
-99,693
1662
$740K ﹤0.01%
21,901
-129
1663
$740K ﹤0.01%
23,270
-1,303
1664
$739K ﹤0.01%
11,246
+3,576
1665
$739K ﹤0.01%
14,123
-146
1666
$739K ﹤0.01%
7,901
-948
1667
$736K ﹤0.01%
21,390
+250
1668
$736K ﹤0.01%
4,335
+571
1669
$731K ﹤0.01%
3,406
-424
1670
$727K ﹤0.01%
57,207
+2,533
1671
$726K ﹤0.01%
20,769
+63
1672
$725K ﹤0.01%
+9,578
1673
$725K ﹤0.01%
6,423
+1,437
1674
$722K ﹤0.01%
8,468
+1,011
1675
$722K ﹤0.01%
10,599
-116
65 66
67
68 69