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
576
$10.1M 0.01%
95,100
-1,690
577
$10.1M 0.01%
451,562
-3,658
578
$10.1M 0.01%
173,573
+706
579
$10.1M 0.01%
599,214
+5,891
580
$10M 0.01%
90,764
-1,316
581
$9.99M 0.01%
302,093
+39,916
582
$9.98M 0.01%
22,313
+114
583
$9.98M 0.01%
727,759
+20,196
584
$9.95M 0.01%
36,330
+17,960
585
$9.94M 0.01%
81,851
-4,519
586
$9.88M 0.01%
44,650
-76,441
587
$9.84M 0.01%
377,995
-287
588
$9.84M 0.01%
941,853
589
$9.84M 0.01%
136,622
+9,210
590
$9.83M 0.01%
56,396
-2,759
591
$9.72M 0.01%
75,600
+6,907
592
$9.7M 0.01%
101,113
+1,134
593
$9.7M 0.01%
206,109
-6,716
594
$9.7M 0.01%
53,974
-1,298
595
$9.68M 0.01%
45,167
+533
596
$9.68M 0.01%
280,032
+71,334
597
$9.65M 0.01%
85,062
-19,758
598
$9.64M 0.01%
81,294
-3,313
599
$9.57M 0.01%
190,449
+4,676
600
$9.57M 0.01%
56,730
-488
22 23
24
25 26