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
701
$7.09M 0.01%
65,833
-4,980
702
$7.05M 0.01%
64,082
+12,188
703
$7.05M 0.01%
204,163
-24,922
704
$7.04M 0.01%
298,961
-3,193
705
$7.04M 0.01%
142,066
-22,105
706
$7M 0.01%
63,410
-69
707
$6.97M 0.01%
20,637
-1,263
708
$6.95M 0.01%
31,865
+18,837
709
$6.93M 0.01%
63,099
-2,194
710
$6.89M 0.01%
186,633
+15,138
711
$6.89M 0.01%
288,933
+2,802
712
$6.87M 0.01%
24,718
+28
713
$6.86M 0.01%
723,264
-322,507
714
$6.83M 0.01%
93,715
+11,953
715
$6.83M 0.01%
390,153
-13,478
716
$6.8M 0.01%
253,922
+5,253
717
$6.78M 0.01%
51,203
+4,517
718
$6.75M 0.01%
184,629
+19,479
719
$6.74M 0.01%
16,492
+472
720
$6.73M 0.01%
233,288
+37,797
721
$6.71M 0.01%
211,217
-62,116
722
$6.7M 0.01%
22,835
-6,801
723
$6.69M 0.01%
164,393
-120
724
$6.66M 0.01%
77,757
+7,997
725
$6.65M 0.01%
149,625
-628
27 28
29
30 31