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
$57.4B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$136M
3
+$112M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$108M
5
NXPI icon
NXP Semiconductors
NXPI
+$91.5M

Top Sells

1
+$141M
2
+$136M
3
+$118M
4
AAPL icon
Apple
AAPL
+$56.9M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$56.6M

Sector Composition

1 Technology 12.4%
2 Financials 9.45%
3 Healthcare 9.25%
4 Consumer Discretionary 8.01%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
– –
-10,574
2627
– –
-2,551
2628
– –
-16,923
2629
– –
-19,310
2630
– –
-1,342
2631
– –
0
2632
– –
-4,849
2633
– –
-50,190
2634
– –
-3,607
2635
– –
-20,982
2636
– –
-11,798
2637
– –
-5,829
2638
– –
-49,605
2639
– –
-9,000
2640
– –
-14,424
2641
– –
-28,015
2642
– –
-14,687
2643
– –
-8,751
2644
– –
-38,427
2645
– –
-13,245
2646
– –
-575,477
2647
– –
-5,867
2648
– –
-1,656
2649
– –
-3,400
2650
– –
-10,905
104 105
106
107 108