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
801
$5.55M 0.01%
49,279
+3,663
802
$5.55M 0.01%
134,276
-7,587
803
$5.5M 0.01%
401,123
+54
804
$5.49M 0.01%
10,269
-539
805
$5.49M 0.01%
56,740
-651
806
$5.48M 0.01%
18,964
+305
807
$5.47M 0.01%
108,999
+7,626
808
$5.45M 0.01%
38,062
+449
809
$5.45M 0.01%
37,456
+19,789
810
$5.44M 0.01%
391,171
+67,435
811
$5.44M 0.01%
50,913
-31,860
812
$5.43M 0.01%
76,296
-5,023
813
$5.42M 0.01%
145,259
+10,353
814
$5.41M 0.01%
79,549
-11,806
815
$5.41M 0.01%
182,266
+1,197
816
$5.4M 0.01%
79,348
-53,159
817
$5.39M 0.01%
62,601
+3,872
818
$5.37M 0.01%
70,865
-4,931
819
$5.37M 0.01%
107,502
+3,280
820
$5.36M 0.01%
211,515
+2,501
821
$5.36M 0.01%
126,825
-3,872
822
$5.35M 0.01%
34,705
+981
823
$5.35M 0.01%
116,384
+12,591
824
$5.33M 0.01%
97,850
-948
825
$5.33M 0.01%
140,998
+53,366
31 32
33
34 35