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
$68.2B
AUM Growth
+$5.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,684
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$153M
3
+$116M
4
BND icon
Vanguard Total Bond Market
BND
+$90.9M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$71M

Top Sells

1
+$187M
2
+$104M
3
+$103M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$81M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$73.5M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 5%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.9M 0.08%
566,757
-29,426
227
$52.6M 0.08%
987,226
-35,208
228
$52.2M 0.08%
180,087
-5,196
229
$52M 0.08%
128,267
-1,962
230
$51.9M 0.08%
571,494
+2,171
231
$51.6M 0.08%
574,711
-15,056
232
$51.1M 0.07%
845,946
+140,607
233
$50.7M 0.07%
751,350
-10,750
234
$49.5M 0.07%
1,387,402
-132,612
235
$49.5M 0.07%
1,683,315
-63,776
236
$49.3M 0.07%
879,137
+20,180
237
$48.9M 0.07%
1,149,013
+149,465
238
$48.8M 0.07%
607,063
-21,988
239
$48.6M 0.07%
282,081
+18,299
240
$48.4M 0.07%
481,741
+7,194
241
$48.4M 0.07%
60,378
+477
242
$48.4M 0.07%
1,069,280
-18,389
243
$47.7M 0.07%
712,470
-14,596
244
$47.3M 0.07%
320,535
+15,555
245
$47.3M 0.07%
1,899,046
+52,106
246
$47.1M 0.07%
1,092,532
+154,912
247
$46.3M 0.07%
1,172,718
+15,234
248
$46.2M 0.07%
1,090,234
-29,976
249
$45.7M 0.07%
661,648
+6,440
250
$45.6M 0.07%
200,898
+26,246
8 9
10
11 12