Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
2651
– –
-11,798
2652
– –
-5,829
2653
– –
-49,605
2654
– –
-9,000
2655
– –
-14,424
2656
– –
-28,015
2657
– –
-14,687
2658
– –
-8,751
2659
– –
-38,427
2660
– –
-13,245
2661
– –
-575,477
2662
– –
-5,867
2663
– –
-1,656
2664
– –
-3,400
2665
– –
-10,905
2666
– –
-13,927
2667
– –
-21,427
2668
– –
-21,210
2669
– –
-10,425
2670
– –
-5,643
2671
– –
-3,825
2672
– –
-7,894
2673
– –
-6,576
2674
– –
-1,053
2675
– –
-10,000
105 106
107
108 109