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
876
$4.72M 0.01%
11,674
-1,329
877
$4.71M 0.01%
44,567
+2,596
878
$4.71M 0.01%
316,322
+94,504
879
$4.69M 0.01%
44,144
+3,576
880
$4.69M 0.01%
45,155
+1,192
881
$4.68M 0.01%
159,477
-14,304
882
$4.68M 0.01%
46,483
+1,409
883
$4.65M 0.01%
24,003
+2,853
884
$4.64M 0.01%
17,918
-1,911
885
$4.63M 0.01%
187,433
-1,146,057
886
$4.63M 0.01%
149,435
-15,867
887
$4.63M 0.01%
56,773
-312
888
$4.62M 0.01%
47,021
+6,769
889
$4.6M 0.01%
31,752
-27,721
890
$4.59M 0.01%
+139,740
891
$4.59M 0.01%
144,488
-153,318
892
$4.58M 0.01%
55,335
-1,729
893
$4.58M 0.01%
47,614
-2,379
894
$4.55M 0.01%
87,281
-34,073
895
$4.54M 0.01%
103,065
+991
896
$4.53M 0.01%
217,961
+64,691
897
$4.51M 0.01%
56,871
-98,834
898
$4.5M 0.01%
47,432
+1,198
899
$4.48M 0.01%
45,250
-3,112
900
$4.48M 0.01%
112,022
+350
34 35
36
37 38