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
326
$27.8M 0.04%
359,110
+4,192
327
$27.8M 0.04%
686,303
+407,294
328
$27.6M 0.04%
1,136,637
-15,174
329
$27.3M 0.04%
651,832
+51,237
330
$27.3M 0.04%
382,566
+79,179
331
$27.2M 0.04%
337,466
+64,948
332
$27.1M 0.04%
94,910
+11,361
333
$26.8M 0.04%
932,751
+150,417
334
$26.8M 0.04%
377,085
-83,986
335
$26.7M 0.04%
82,784
+18,628
336
$26.6M 0.04%
564,486
+31,747
337
$26.5M 0.04%
328,722
-24,900
338
$26.5M 0.04%
181,913
-25,539
339
$26.5M 0.04%
266,033
+101,783
340
$26.2M 0.04%
426,666
-958
341
$26M 0.04%
498,984
+20,185
342
$25.9M 0.04%
262,281
+16,031
343
$25.7M 0.04%
416,759
-17,623
344
$25.2M 0.04%
280,126
+6,772
345
$25.2M 0.04%
159,707
+12,424
346
$25M 0.04%
539,151
+4,529
347
$24.7M 0.04%
229,563
-18,116
348
$24.7M 0.04%
99,269
+21,664
349
$24.6M 0.04%
442,133
-25,825
350
$24.5M 0.04%
280,489
-753
12 13
14
15 16