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
451
$16.5M 0.02%
48,053
+826
452
$16.5M 0.02%
786,456
-61,614
453
$16.5M 0.02%
233,908
-12,683
454
$16.2M 0.02%
280,358
-462,464
455
$16.1M 0.02%
114,678
-2,001
456
$16.1M 0.02%
216,092
-14,116
457
$16M 0.02%
231,885
+69,190
458
$16M 0.02%
326,417
+229,774
459
$15.9M 0.02%
233,760
-1,568
460
$15.9M 0.02%
194,856
-61,372
461
$15.8M 0.02%
74,440
-50,380
462
$15.8M 0.02%
124,792
-6,141
463
$15.8M 0.02%
153,763
-10,733
464
$15.8M 0.02%
51,898
-6,662
465
$15.8M 0.02%
158,403
-13,510
466
$15.7M 0.02%
291,576
+1,638
467
$15.7M 0.02%
186,379
-668
468
$15.6M 0.02%
71,778
+123
469
$15.6M 0.02%
49,932
-16,694
470
$15.5M 0.02%
693,864
-47,001
471
$15.5M 0.02%
213,289
-19,171
472
$15.4M 0.02%
307,410
-139,539
473
$15.2M 0.02%
397,009
+206,676
474
$15.2M 0.02%
249,249
+1,139
475
$15.2M 0.02%
447,939
-11,819
17 18
19
20 21