Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
2526
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-6,989
2527
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-12,629
2528
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-9,322
2529
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-45,395
2530
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-209,864
2531
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-8,129
2532
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-9,708
2533
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-19,459
2534
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-7,301
2535
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-10,363
2536
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-1,281
2537
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-61,026
2538
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-7,673
2539
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-10,853
2540
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-16,829
2541
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-8,443
2542
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-9,233
2543
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-10,466
2544
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-14,083
2545
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-5,955
2546
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-30,105
2547
– –
-9,078
2548
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-13,126
2549
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-3,474
2550
– –
-7,016
100 101
102
103 104