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
2726
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2727
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2728
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-3,191
2729
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-8
2730
– –
-93,149
2731
– –
-32,808
2732
– –
-4,200
2733
– –
-13,081
2734
– –
-180,818
106 107 108 109
110