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
$68.2B
AUM Growth
+$5.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,684
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$153M
3
+$116M
4
BND icon
Vanguard Total Bond Market
BND
+$90.9M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$71M

Top Sells

1
+$187M
2
+$104M
3
+$103M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$81M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$73.5M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 5%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.7M 0.07%
813,898
+46,529
252
$44.6M 0.07%
314,614
+8,764
253
$44.6M 0.07%
1,091,640
+124,432
254
$44.5M 0.07%
1,363,594
-4,588
255
$44.5M 0.07%
385,501
+18,354
256
$44.4M 0.07%
133,802
-37,730
257
$44.2M 0.06%
83,868
-5,547
258
$43.6M 0.06%
140,876
-1,016
259
$43.5M 0.06%
54,718
+2,417
260
$43M 0.06%
190,959
+10,471
261
$42.7M 0.06%
107,995
+3,656
262
$42.6M 0.06%
643,700
-14,390
263
$42M 0.06%
761,807
-369,508
264
$41.6M 0.06%
78,589
+4,418
265
$40.6M 0.06%
402,204
-33,662
266
$40.5M 0.06%
1,384,220
-260,114
267
$40.2M 0.06%
149,184
-508
268
$40.1M 0.06%
385,553
-32,571
269
$39.7M 0.06%
203,501
-18,324
270
$39.4M 0.06%
796,712
+100,398
271
$39.4M 0.06%
54
-2
272
$39.2M 0.06%
353,123
-7,052
273
$38.6M 0.06%
144,241
-1,008
274
$38.1M 0.06%
419,267
-6,533
275
$37.9M 0.06%
835,793
-16,301
9 10
11
12 13