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
2501
– –
-15,777
2502
– –
-24,265
2503
– –
-2,048
2504
– –
-14,013
2505
– –
-7,225
2506
– –
-5,023
2507
– –
-8,380
2508
– –
-253,261
2509
– –
-11,850
2510
– –
-7,645
2511
– –
-17,578
2512
– –
-18,539
2513
– –
-317,068
2514
– –
-9,060
2515
– –
-8,277
2516
– –
-185,732
2517
– –
-6,989
2518
– –
-12,629
2519
– –
-9,322
2520
– –
-45,395
2521
– –
-209,864
2522
– –
-8,129
2523
– –
-9,708
2524
– –
-19,459
2525
– –
-7,301
99 100
101
102 103