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
851
$4.95M 0.01%
88,381
+1,977
852
$4.95M 0.01%
39,004
-1,721
853
$4.92M 0.01%
50,632
-22,555
854
$4.92M 0.01%
80,884
-3,043
855
$4.91M 0.01%
101,005
+8,474
856
$4.91M 0.01%
53,189
+21,755
857
$4.91M 0.01%
65,738
-3,047
858
$4.9M 0.01%
175,258
859
$4.9M 0.01%
64,589
+1,928
860
$4.89M 0.01%
62,720
+4,492
861
$4.89M 0.01%
68,900
-764
862
$4.89M 0.01%
64,441
-1,981
863
$4.88M 0.01%
20,914
-222
864
$4.88M 0.01%
27,086
-1,821
865
$4.86M 0.01%
206,832
-2,339
866
$4.85M 0.01%
11,174
-1,211
867
$4.85M 0.01%
265,927
+8,183
868
$4.84M 0.01%
104,843
-976
869
$4.84M 0.01%
134,555
-18,822
870
$4.81M 0.01%
113,555
+2,341
871
$4.8M 0.01%
139,913
-4,580
872
$4.77M 0.01%
50,004
+1,850
873
$4.77M 0.01%
28,950
-710
874
$4.74M 0.01%
101,514
-29,645
875
$4.73M 0.01%
302,645
+25,093
33 34
35
36 37