Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
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
+$364M
2
+$171M
3
+$128M
4
BND icon
Vanguard Total Bond Market
BND
+$92M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$76.5M

Top Sells

1
+$197M
2
+$111M
3
+$110M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$87.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$80.6M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 4.99%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$47.7K ﹤0.01%
10,000
2477
$47.4K ﹤0.01%
24,184
-350
2478
$42.4K ﹤0.01%
+35,000
2479
$41.4K ﹤0.01%
+11,300
2480
$38.7K ﹤0.01%
16,067
-10,667
2481
$38.3K ﹤0.01%
1,815
+206
2482
$31.8K ﹤0.01%
11,750
2483
$29.4K ﹤0.01%
15,090
2484
$26.9K ﹤0.01%
+12,296
2485
$24.7K ﹤0.01%
10,000
2486
$20.5K ﹤0.01%
16,000
2487
$20.4K ﹤0.01%
10,000
2488
$18.5K ﹤0.01%
4,113
2489
$15.3K ﹤0.01%
10,000
2490
$13.2K ﹤0.01%
14,000
2491
$12.3K ﹤0.01%
+63,667
2492
$11.2K ﹤0.01%
36,667
2493
$8.37K ﹤0.01%
11,673
2494
$7.23K ﹤0.01%
16,000
2495
$4.13K ﹤0.01%
1,200
2496
$3.32K ﹤0.01%
38,965
2497
$3.17K ﹤0.01%
420
2498
– –
-5,154
2499
– –
-11,608
2500
– –
-11,330
98 99
100
101 102