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
676
$7.63M 0.01%
48,683
-818
677
$7.6M 0.01%
253,346
+215
678
$7.6M 0.01%
116,781
+1,898
679
$7.59M 0.01%
43,233
-1,160
680
$7.57M 0.01%
40,187
+24,015
681
$7.54M 0.01%
+261,510
682
$7.48M 0.01%
219,897
-1,406
683
$7.47M 0.01%
58,192
-14,583
684
$7.46M 0.01%
31,064
+16,694
685
$7.43M 0.01%
92,842
-23,095
686
$7.42M 0.01%
200,469
-4,068
687
$7.42M 0.01%
46,405
-686
688
$7.39M 0.01%
190,892
+1,353
689
$7.38M 0.01%
150,150
-13,248
690
$7.35M 0.01%
147,721
+2,127
691
$7.34M 0.01%
18,161
+9,599
692
$7.3M 0.01%
45,234
+5,136
693
$7.25M 0.01%
12,573
-1,202
694
$7.22M 0.01%
272,646
-217,673
695
$7.19M 0.01%
165,751
+29,837
696
$7.15M 0.01%
80,534
-44,931
697
$7.14M 0.01%
48,647
+2,730
698
$7.14M 0.01%
20,002
-4,856
699
$7.11M 0.01%
85,503
-3,954
700
$7.09M 0.01%
178,359
+8,357
26 27
28
29 30