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
376
$21.8M 0.03%
856,628
+4,147
377
$21.7M 0.03%
225,363
-10,162
378
$21.7M 0.03%
385,216
+5,297
379
$21.7M 0.03%
186,536
-2,297
380
$21.4M 0.03%
39,862
+1,610
381
$21.3M 0.03%
607,398
+236,851
382
$21.3M 0.03%
5,744
-7
383
$21.3M 0.03%
524,427
-62,564
384
$21.3M 0.03%
20,487
-639
385
$21.3M 0.03%
116,151
-2,467
386
$21.3M 0.03%
280,753
-2,282
387
$21.1M 0.03%
86,650
-5,428
388
$21.1M 0.03%
60,708
-10
389
$20.9M 0.03%
421,065
+28,508
390
$20.8M 0.03%
394,954
-23,885
391
$20.8M 0.03%
857,786
-23,735
392
$20.6M 0.03%
487,549
+42,887
393
$20.6M 0.03%
226,212
-8,813
394
$20.5M 0.03%
117,099
-159,379
395
$20.5M 0.03%
271,579
-6,068
396
$20.5M 0.03%
390,837
+7,392
397
$20.4M 0.03%
38,949
-5,284
398
$20.3M 0.03%
221,187
+19,123
399
$20.3M 0.03%
85,045
-9,092
400
$20.2M 0.03%
539,344
+185,003
14 15
16
17 18