Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.8B
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$136M
3
+$97M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$86M
5
GPN icon
Global Payments
GPN
+$83.8M

Top Sells

1
+$72.2M
2
+$67.1M
3
+$48.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$46M
5
CERN
Cerner Corp
CERN
+$45M

Sector Composition

1 Technology 12.71%
2 Financials 9.29%
3 Healthcare 8.83%
4 Consumer Discretionary 7.48%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-8,900
2702
– –
-6,177
2703
– –
-74,677
2704
– –
-9,696
2705
– –
-11,775
2706
– –
0
2707
– –
-7,119
2708
– –
-2,554
2709
– –
-39,528
2710
– –
-12,087
2711
– –
-5,632
2712
– –
-2,695
2713
– –
-37,066
2714
– –
-10,136
2715
– –
-58,730
2716
– –
-16,390
2717
– –
-15,592
2718
– –
-11,343
2719
– –
-10,069
2720
– –
-157,090
2721
– –
-1,361
2722
– –
-40,715
2723
– –
-7,023
2724
– –
-13,592
2725
– –
-5,411
107 108
109
110 111