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
551
$11.3M 0.02%
104,676
-2,078
552
$11.3M 0.02%
134,221
+28,297
553
$11.2M 0.02%
202,665
-37,347
554
$11.1M 0.02%
82,256
-4,955
555
$11.1M 0.02%
184,275
-4,587
556
$11M 0.02%
279,804
557
$11M 0.02%
225,612
-13,981
558
$10.9M 0.02%
151,841
-69,189
559
$10.9M 0.02%
214,678
-4,990
560
$10.8M 0.02%
19,692
-71
561
$10.8M 0.02%
14,274
-252
562
$10.6M 0.02%
87,424
+905
563
$10.5M 0.02%
114,183
+3,698
564
$10.5M 0.02%
5,251
-2,069
565
$10.4M 0.02%
354,400
+1,756
566
$10.4M 0.02%
28,398
-509
567
$10.4M 0.02%
388,310
+56,794
568
$10.3M 0.02%
115,153
-489
569
$10.3M 0.02%
400,194
-47,918
570
$10.3M 0.02%
107,240
-5,093
571
$10.3M 0.02%
164,739
-4,018
572
$10.2M 0.02%
19,982
-403
573
$10.2M 0.02%
253,432
+104,266
574
$10.2M 0.01%
32,463
-274
575
$10.1M 0.01%
127,641
+50,388
21 22
23
24 25