Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,606
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$141M
3
+$133M
4
BND icon
Vanguard Total Bond Market
BND
+$97.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$66.7M

Top Sells

1
+$106M
2
+$98.7M
3
+$82.7M
4
GM icon
General Motors
GM
+$75.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$66.8M

Sector Composition

1 Technology 12.71%
2 Healthcare 10.46%
3 Financials 8.22%
4 Consumer Discretionary 7.68%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$4K ﹤0.01%
16
-20,980
2352
$4K ﹤0.01%
500
2353
$3K ﹤0.01%
+552
2354
$1K ﹤0.01%
+5
2355
– –
-42,397
2356
– –
-47,071
2357
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-1,080
2358
– –
-29,288
2359
– –
-61,091
2360
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-17,924
2361
– –
-12,972
2362
– –
-13,853
2363
– –
-4,469
2364
– –
-45,940
2365
– –
-2,421
2366
– –
-5,193
2367
– –
-6,213
2368
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-18,229
2369
– –
-12,239
2370
– –
-7,376
2371
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-9,791
2372
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-48,249
2373
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-12,003
2374
– –
-10,993
2375
– –
-6,211
93 94
95
96 97