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
2526
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-16,829
2527
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-8,443
2528
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2529
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-10,466
2530
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2531
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2532
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2533
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-9,078
2534
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2535
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-3,474
2536
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-7,016
2537
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-11,747
2538
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-38,190
2539
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2540
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-25,269
2541
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2542
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2543
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2544
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2545
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2546
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-2,416
2547
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2548
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-5,379
2549
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-10,634
2550
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-1,843
100 101
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