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
301
$31.8M 0.05%
306,111
+861
302
$31.5M 0.05%
111,673
-6,475
303
$31.4M 0.05%
243,976
+2,773
304
$31.3M 0.05%
291,270
-25,500
305
$31.3M 0.05%
209,022
-4,615
306
$30.8M 0.05%
858,629
+4,212
307
$30.3M 0.04%
475,846
-45,850
308
$30.3M 0.04%
175,964
-30,370
309
$30M 0.04%
218,184
-480,567
310
$30M 0.04%
1,128,503
+17,648
311
$29.9M 0.04%
549,804
-125,669
312
$29.8M 0.04%
210,066
-8,336
313
$29.7M 0.04%
349,123
+7,314
314
$29.5M 0.04%
1,111,730
-29,494
315
$29.5M 0.04%
266,206
-14,091
316
$29.2M 0.04%
132,006
-6,925
317
$29.1M 0.04%
550,345
+48,355
318
$29M 0.04%
599,546
+4,407
319
$28.8M 0.04%
232,672
-4,213
320
$28.7M 0.04%
187,280
+42,312
321
$28.7M 0.04%
165,391
-4,382
322
$28.5M 0.04%
118,764
+11,321
323
$28.5M 0.04%
166,663
+7,079
324
$28.4M 0.04%
314,853
+51,903
325
$28.3M 0.04%
427,431
+5,445
11 12
13
14 15