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
726
$6.62M 0.01%
150,908
+1,413
727
$6.6M 0.01%
100,658
-2,604
728
$6.6M 0.01%
70,483
+16,722
729
$6.59M 0.01%
113,151
-5,147
730
$6.59M 0.01%
137,281
+3,104
731
$6.59M 0.01%
13,612
+50
732
$6.57M 0.01%
111,367
-396,951
733
$6.57M 0.01%
113,593
-46,829
734
$6.56M 0.01%
160,502
-20
735
$6.56M 0.01%
83,435
-4,250
736
$6.55M 0.01%
13,397
-702
737
$6.53M 0.01%
48,615
+205
738
$6.49M 0.01%
64,660
-7,394
739
$6.49M 0.01%
34,182
+1,583
740
$6.47M 0.01%
156,776
+3,330
741
$6.44M 0.01%
39,119
+1,927
742
$6.42M 0.01%
147,408
+196
743
$6.42M 0.01%
13,717
-379
744
$6.36M 0.01%
142,120
-5,446
745
$6.34M 0.01%
39,433
+1,157
746
$6.32M 0.01%
274,547
-6,422
747
$6.31M 0.01%
40,882
+190
748
$6.29M 0.01%
4,137
-4,292
749
$6.26M 0.01%
288,146
+24,162
750
$6.25M 0.01%
105,486
-1,791
28 29
30
31 32