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
– –
-4,663
2702
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-2,941
2703
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-3,857
2704
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-12,965
2705
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-11,903
2706
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-5,796
2707
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-24,081
2708
– –
-12,000
2709
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-42,322
2710
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-721
2711
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-2,465
2712
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-9,172
2713
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-31,566
2714
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-26,324
2715
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-11,304
2716
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-10,000
2717
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2718
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2719
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-4,345
2720
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-45,365
2721
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-37,587
2722
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-11,940
2723
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-43,403
2724
– –
-4,602
2725
– –
-92,875
107 108
109
110 111