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
501
$13.8M 0.02%
272,875
+33,497
502
$13.8M 0.02%
125,526
-4,194
503
$13.8M 0.02%
108,142
+1,450
504
$13.6M 0.02%
534,991
-212,681
505
$13.6M 0.02%
656,487
-56,317
506
$13.6M 0.02%
125,785
-9,274
507
$13.5M 0.02%
146,261
+7,761
508
$13.5M 0.02%
303,170
+173,636
509
$13.5M 0.02%
182,305
+4,179
510
$13.4M 0.02%
100,983
+3,332
511
$13.4M 0.02%
28,033
-13,533
512
$13.3M 0.02%
712,631
-19,639
513
$13.3M 0.02%
37,948
+263
514
$13.1M 0.02%
220,954
+9,442
515
$13.1M 0.02%
49,122
-95
516
$13M 0.02%
150,017
+1,693
517
$13M 0.02%
72,179
+169
518
$13M 0.02%
46,605
+3,227
519
$12.9M 0.02%
1,699,862
+101,386
520
$12.9M 0.02%
261,446
-6,151
521
$12.9M 0.02%
303,608
+227,903
522
$12.9M 0.02%
169,091
+9,358
523
$12.7M 0.02%
25,378
-41
524
$12.7M 0.02%
78,073
-12,250
525
$12.6M 0.02%
185,494
-135,427
19 20
21
22 23