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
1851
$493K ﹤0.01%
12,511
+655
1852
$492K ﹤0.01%
28,545
-4,534
1853
$491K ﹤0.01%
9,790
+48
1854
$491K ﹤0.01%
50,000
1855
$491K ﹤0.01%
629,032
+154,032
1856
$490K ﹤0.01%
12,484
+2,097
1857
$487K ﹤0.01%
16,115
+452
1858
$487K ﹤0.01%
15,319
+595
1859
$487K ﹤0.01%
18,105
-4,919
1860
$487K ﹤0.01%
9,473
-1,220
1861
$486K ﹤0.01%
20,011
-160
1862
$486K ﹤0.01%
132,099
-13,571
1863
$486K ﹤0.01%
34,684
1864
$486K ﹤0.01%
15,370
-64
1865
$485K ﹤0.01%
16,959
-212
1866
$483K ﹤0.01%
20,103
-184
1867
$483K ﹤0.01%
261,268
-103,764
1868
$483K ﹤0.01%
6,181
-1,046
1869
$482K ﹤0.01%
28,478
+327
1870
$482K ﹤0.01%
25,001
+316
1871
$482K ﹤0.01%
31,788
+20,101
1872
$481K ﹤0.01%
12,437
+1,735
1873
$480K ﹤0.01%
15,717
+403
1874
$480K ﹤0.01%
6,118
+1,230
1875
$480K ﹤0.01%
4,759
+47
73 74
75
76 77