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
651
$8.18M 0.01%
112,391
+2,731
652
$8.18M 0.01%
172,063
-1,404
653
$8.17M 0.01%
43,602
-5,324
654
$8.16M 0.01%
151,254
-3,378
655
$8.16M 0.01%
71,725
-2,073
656
$8.07M 0.01%
76,519
+12,099
657
$8.01M 0.01%
49,266
-4,984
658
$8.01M 0.01%
347,821
+17,472
659
$8.01M 0.01%
155,613
+3,725
660
$8M 0.01%
103,287
+16,399
661
$7.94M 0.01%
97,551
-5,022
662
$7.91M 0.01%
102,022
-2,942
663
$7.91M 0.01%
41,027
+10,546
664
$7.89M 0.01%
75,499
+15,245
665
$7.85M 0.01%
186,996
+512
666
$7.85M 0.01%
115,490
-12,446
667
$7.84M 0.01%
293,745
-5,380
668
$7.79M 0.01%
97,082
-4,974
669
$7.78M 0.01%
188,651
-609
670
$7.77M 0.01%
345,341
+195,906
671
$7.77M 0.01%
+188,025
672
$7.76M 0.01%
64,167
-991
673
$7.75M 0.01%
13,525
-5,386
674
$7.69M 0.01%
102,689
-1,152
675
$7.67M 0.01%
49,912
+4,135
25 26
27
28 29