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
776
$5.9M 0.01%
175,407
+14,750
777
$5.84M 0.01%
3,194
+427
778
$5.8M 0.01%
49,599
+5,004
779
$5.8M 0.01%
144,891
-5,031
780
$5.79M 0.01%
144,418
-9,970
781
$5.78M 0.01%
17,629
+911
782
$5.73M 0.01%
102,274
-97,312
783
$5.73M 0.01%
48,759
+92
784
$5.71M 0.01%
78,643
-2,960
785
$5.71M 0.01%
72,364
+247
786
$5.7M 0.01%
53,519
+13,141
787
$5.69M 0.01%
30,159
-69,748
788
$5.69M 0.01%
134,576
+1,008
789
$5.68M 0.01%
44,394
-22,727
790
$5.66M 0.01%
27,859
-7,424
791
$5.65M 0.01%
76,274
-4,988
792
$5.64M 0.01%
64,510
-414
793
$5.63M 0.01%
153,831
-4,120
794
$5.61M 0.01%
38,882
+7,721
795
$5.6M 0.01%
68,159
+2,398
796
$5.59M 0.01%
45,061
-980
797
$5.58M 0.01%
42,364
-3,541
798
$5.58M 0.01%
138,701
-48
799
$5.58M 0.01%
59,478
-18,886
800
$5.57M 0.01%
102,557
-430
30 31
32
33 34