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
826
$5.33M 0.01%
12,194
-245
827
$5.32M 0.01%
25,230
+678
828
$5.32M 0.01%
171,306
+70,412
829
$5.3M 0.01%
28,384
-172
830
$5.29M 0.01%
254,562
-37,429
831
$5.29M 0.01%
156,413
-29,808
832
$5.28M 0.01%
44,413
+2,518
833
$5.24M 0.01%
9,253
+445
834
$5.2M 0.01%
281,782
-1,954
835
$5.19M 0.01%
195,573
+57,786
836
$5.19M 0.01%
103,322
-39,408
837
$5.17M 0.01%
92,261
-129,313
838
$5.17M 0.01%
79,351
-11,094
839
$5.14M 0.01%
495,921
-21,444
840
$5.13M 0.01%
193,361
-12,973
841
$5.11M 0.01%
56,069
+7,798
842
$5.1M 0.01%
163,157
+46,353
843
$5.1M 0.01%
125,114
-31,871
844
$5.04M 0.01%
50,209
-2,927
845
$5.04M 0.01%
132,345
+197
846
$5.03M 0.01%
102,294
-3,844
847
$5.03M 0.01%
40,001
+4,715
848
$5M 0.01%
74,422
+1,526
849
$4.98M 0.01%
155,324
+92,517
850
$4.97M 0.01%
39,998
-5,346
32 33
34
35 36