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
601
$9.56M 0.01%
236,344
-389
602
$9.54M 0.01%
199,393
-22,331
603
$9.48M 0.01%
186,892
+53,486
604
$9.47M 0.01%
73,170
-6,611
605
$9.46M 0.01%
56,973
+3,524
606
$9.46M 0.01%
117,688
-14,167
607
$9.45M 0.01%
93,651
-1,622
608
$9.4M 0.01%
82,316
-8,952
609
$9.38M 0.01%
30,407
-1,683
610
$9.37M 0.01%
128,005
+6,471
611
$9.3M 0.01%
220,692
-3,656
612
$9.27M 0.01%
123,661
-9,810
613
$9.21M 0.01%
63,877
+13,747
614
$9.14M 0.01%
206,709
+42,501
615
$9.13M 0.01%
247,429
-159,213
616
$9.11M 0.01%
201,581
-5,018
617
$9.09M 0.01%
40,789
-1,083
618
$9.04M 0.01%
329,050
+23,602
619
$9.03M 0.01%
431,550
+50,463
620
$9.02M 0.01%
101,111
+35,335
621
$9.02M 0.01%
186,667
+28,066
622
$9.01M 0.01%
356,205
+5,406
623
$8.95M 0.01%
250,737
-359
624
$8.93M 0.01%
30,627
+6,022
625
$8.88M 0.01%
71,879
-4,355
23 24
25
26 27