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
401
$20.2M 0.03%
221,573
-66,940
402
$20.1M 0.03%
796,543
-12,229
403
$20M 0.03%
154,622
+2,159
404
$20M 0.03%
561,507
+533,284
405
$19.9M 0.03%
140,393
+17,993
406
$19.8M 0.03%
239,479
+8,219
407
$19.7M 0.03%
116,513
-1,623
408
$19.6M 0.03%
59,970
+4,721
409
$19.5M 0.03%
258,138
+1,621
410
$19.5M 0.03%
193,051
-68,603
411
$19.4M 0.03%
1,215,812
-2,336
412
$19.1M 0.03%
337,973
-22,759
413
$19.1M 0.03%
403,170
+226,907
414
$19.1M 0.03%
68,048
+21,647
415
$19M 0.03%
9,699
-46
416
$18.9M 0.03%
985,272
+1,447
417
$18.8M 0.03%
363,027
-7,712
418
$18.6M 0.03%
144,478
+35,579
419
$18.6M 0.03%
53,127
-4,170
420
$18.5M 0.03%
371,440
+44,362
421
$18.4M 0.03%
109,312
-1,751
422
$18.4M 0.03%
1,030,909
+54,951
423
$18.3M 0.03%
749,505
+9,166
424
$18.2M 0.03%
174,551
+9,855
425
$18.2M 0.03%
165,332
+2,856
15 16
17
18 19