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
276
$38.4M 0.06%
159,014
-5,060
277
$38M 0.06%
179,289
-3,959
278
$38M 0.06%
444,926
+74,239
279
$37.9M 0.06%
345,468
-38,952
280
$37.7M 0.06%
60,592
-14,252
281
$37.5M 0.06%
794,936
+13,699
282
$37M 0.06%
90
-5
283
$36.6M 0.06%
714,692
+300,824
284
$36.2M 0.06%
390,277
-7,328
285
$36M 0.06%
287,112
+1,925
286
$35.9M 0.06%
747,934
-148,184
287
$35.7M 0.06%
543,464
-7,641
288
$35.4M 0.06%
237,199
-33,639
289
$35.1M 0.06%
344,532
-38,457
290
$34.5M 0.06%
203,750
+5,540
291
$34.4M 0.06%
775,064
-454
292
$34.2M 0.06%
934,418
+650,544
293
$34.2M 0.06%
802,873
+161,422
294
$34.1M 0.06%
1,141,951
+8,903
295
$33.7M 0.06%
123,755
-5,088
296
$33.3M 0.05%
219,261
-25,489
297
$33.3M 0.05%
166,941
-15,109
298
$33.2M 0.05%
337,504
-36,355
299
$32.9M 0.05%
277,563
+25,012
300
$32.8M 0.05%
297,179
-14,999
10 11
12
13 14