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
2701
– –
-6,707
2702
– –
-90,924
2703
– –
-1,993
2704
– –
-16,404
2705
– –
-13,766
2706
– –
-2,201
2707
– –
-3,040
2708
– –
-2,158
2709
– –
-10,150
2710
– –
-16,454
2711
– –
-19,445
2712
– –
-11,370
2713
– –
-11,490
2714
– –
-10,110
2715
– –
-11,284
2716
– –
-31,253
2717
– –
-3,188
2718
– –
-4,086
2719
– –
-4,366
2720
– –
-122,958
2721
– –
-3,454
2722
– –
-9,592
2723
– –
-14,000
2724
– –
-752
2725
– –
-11,798
106 107 108
109
110