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
426
$18.2M 0.03%
226,906
-6,124
427
$18.2M 0.03%
203,711
+6,145
428
$17.9M 0.03%
64,939
+5,914
429
$17.9M 0.03%
78,735
-4,503
430
$17.9M 0.03%
159,278
+61,263
431
$17.8M 0.03%
242,367
-6,671
432
$17.8M 0.03%
133,631
+8,030
433
$17.7M 0.03%
807,927
-9,422
434
$17.4M 0.03%
404,290
+62,477
435
$17.4M 0.03%
198,929
+48,763
436
$17.3M 0.03%
432,853
+41,917
437
$17.2M 0.03%
1,629,602
438
$17.2M 0.03%
326,909
+86
439
$17.1M 0.03%
34,201
+70
440
$17M 0.03%
367,919
+154,142
441
$17M 0.03%
77,757
-8,168
442
$17M 0.02%
1,011,690
-261,940
443
$16.8M 0.02%
160,693
-243,243
444
$16.8M 0.02%
264,646
-266
445
$16.8M 0.02%
230,840
-32,571
446
$16.7M 0.02%
237,451
-10,022
447
$16.7M 0.02%
874,139
+271,682
448
$16.6M 0.02%
84,990
+13,442
449
$16.6M 0.02%
105,740
+3,660
450
$16.6M 0.02%
390,746
-289,249
16 17
18
19 20