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
526
$12.5M 0.02%
42,499
-1,713
527
$12.4M 0.02%
51,244
-22,089
528
$12.3M 0.02%
492,870
+35,895
529
$12.2M 0.02%
152,834
-7,536
530
$12.1M 0.02%
54,137
+4,375
531
$12.1M 0.02%
294,365
-8,220
532
$12.1M 0.02%
286,228
+14,187
533
$12M 0.02%
91,496
-25,294
534
$12M 0.02%
406,300
-30,857
535
$12M 0.02%
134,640
-14,546
536
$12M 0.02%
43,748
+1,429
537
$11.9M 0.02%
120,448
-4,997
538
$11.9M 0.02%
128,798
-51
539
$11.8M 0.02%
230,592
+36,574
540
$11.8M 0.02%
74,981
+4,339
541
$11.8M 0.02%
63,180
+2,734
542
$11.7M 0.02%
33,476
-1,720
543
$11.7M 0.02%
70,499
-2,242
544
$11.7M 0.02%
4,472
-1,392
545
$11.7M 0.02%
123,300
-87
546
$11.6M 0.02%
32,052
-25,702
547
$11.5M 0.02%
28,171
-1,900
548
$11.4M 0.02%
197,976
-91,076
549
$11.4M 0.02%
397,067
-24,225
550
$11.3M 0.02%
39,330
-7,613
20 21
22
23 24