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
351
$23.9M 0.04%
109,552
-769
352
$23.9M 0.04%
77,651
-8,169
353
$23.7M 0.03%
117,919
-8,940
354
$23.7M 0.03%
214,314
+123,348
355
$23.7M 0.03%
1,412,033
-71,505
356
$23.5M 0.03%
148,989
-33,334
357
$23.5M 0.03%
693,230
-14,772
358
$23.5M 0.03%
30,602
+6,131
359
$23.4M 0.03%
279,285
-7,073
360
$23.4M 0.03%
221,167
-9,270
361
$23.1M 0.03%
171,844
-208,274
362
$23M 0.03%
1,209,178
+96,463
363
$23M 0.03%
308,003
-8,211
364
$22.9M 0.03%
227,441
-3,901
365
$22.9M 0.03%
177,280
+118,199
366
$22.8M 0.03%
932,035
+87,052
367
$22.6M 0.03%
178,395
-4,383
368
$22.6M 0.03%
188,783
+50,645
369
$22.4M 0.03%
67,904
+21,521
370
$22.4M 0.03%
524,098
+295,786
371
$22.4M 0.03%
686,603
-2,517
372
$22.4M 0.03%
463,911
+8,259
373
$22.2M 0.03%
142,321
+22,247
374
$22.1M 0.03%
55,642
+10,714
375
$22.1M 0.03%
489,704
+8,452
13 14
15
16 17