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
751
$6.23M 0.01%
43,760
+24,510
752
$6.22M 0.01%
162,254
-18,505
753
$6.19M 0.01%
34,198
-3,018
754
$6.17M 0.01%
117,192
+14,271
755
$6.16M 0.01%
140,282
-8,576
756
$6.13M 0.01%
67,973
-47
757
$6.12M 0.01%
36,248
+4,525
758
$6.1M 0.01%
74,869
+4,619
759
$6.08M 0.01%
85,845
-6,654
760
$6.07M 0.01%
24,784
+1,088
761
$6.07M 0.01%
243,359
+225,628
762
$6.04M 0.01%
153,017
+7,364
763
$6.02M 0.01%
24,737
-4,606
764
$5.98M 0.01%
172,888
+6,739
765
$5.97M 0.01%
22,750
+316
766
$5.97M 0.01%
535,948
+4,901
767
$5.96M 0.01%
96,864
-2,608
768
$5.96M 0.01%
19,146
+698
769
$5.95M 0.01%
138,989
+79,876
770
$5.94M 0.01%
124,924
-11,903
771
$5.94M 0.01%
260,865
-19,016
772
$5.94M 0.01%
10,666
+439
773
$5.91M 0.01%
26,358
+8,478
774
$5.9M 0.01%
68,958
-4,957
775
$5.9M 0.01%
149,330
+14,345
29 30
31
32 33