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
626
$8.83M 0.01%
22,944
-81
627
$8.83M 0.01%
19,988
-870
628
$8.83M 0.01%
314,685
+10,209
629
$8.82M 0.01%
448,870
-32,274
630
$8.81M 0.01%
10,644
+1,378
631
$8.69M 0.01%
325,132
+306,942
632
$8.68M 0.01%
35,181
-780
633
$8.65M 0.01%
48,993
-2,699
634
$8.65M 0.01%
167,977
+1,170
635
$8.61M 0.01%
336,417
+57,441
636
$8.55M 0.01%
16,680
-294
637
$8.51M 0.01%
129,953
-8,642
638
$8.46M 0.01%
52,691
-14,485
639
$8.45M 0.01%
46,127
-455
640
$8.4M 0.01%
74,686
+9,959
641
$8.38M 0.01%
119,170
-3,536
642
$8.36M 0.01%
160,732
-5,749
643
$8.36M 0.01%
408,848
+192
644
$8.33M 0.01%
196,328
+6,614
645
$8.33M 0.01%
63,349
-2,247
646
$8.28M 0.01%
+83,763
647
$8.27M 0.01%
276,682
+33,714
648
$8.25M 0.01%
66,750
-5,574
649
$8.24M 0.01%
151,567
+137,993
650
$8.23M 0.01%
+108,893
24 25
26
27 28