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
276
$37.5M 0.06%
427,031
+388,350
277
$37.4M 0.05%
130,999
-3,677
278
$37.3M 0.05%
332,853
+36,084
279
$37.2M 0.05%
850,567
+10,385
280
$36.8M 0.05%
534,558
+517,087
281
$36.5M 0.05%
649,896
-199,188
282
$36.5M 0.05%
1,529,675
-417,060
283
$35.9M 0.05%
843,519
-4,377
284
$35.8M 0.05%
105,195
-3,401
285
$35.5M 0.05%
110,998
-1,830
286
$35.4M 0.05%
473,658
-792,199
287
$35M 0.05%
391,129
-34,268
288
$34.5M 0.05%
277,707
+257,681
289
$34.4M 0.05%
341,969
+166,484
290
$34.3M 0.05%
699,132
-5,933
291
$34.2M 0.05%
+1,448,892
292
$34M 0.05%
111,790
+20,570
293
$33.8M 0.05%
179,125
+19,425
294
$33.5M 0.05%
318,910
+21,640
295
$33.2M 0.05%
73,642
+71,700
296
$33.1M 0.05%
269,704
+121,948
297
$32.8M 0.05%
130,680
+6,279
298
$32.3M 0.05%
289,493
+683
299
$32.1M 0.05%
536,817
+16,530
300
$32M 0.05%
511,032
-6,981
10 11
12
13 14