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
901
$4.46M 0.01%
71,242
-6,264
902
$4.46M 0.01%
163,491
-2,923
903
$4.45M 0.01%
10,880
+897
904
$4.42M 0.01%
2,028,818
+250,000
905
$4.4M 0.01%
141,671
+1,359
906
$4.38M 0.01%
54,917
-2,986
907
$4.36M 0.01%
35,567
-193
908
$4.34M 0.01%
61,921
-2,568
909
$4.34M 0.01%
116,615
-305
910
$4.33M 0.01%
42,242
-842
911
$4.33M 0.01%
21,910
-6,044
912
$4.32M 0.01%
193,400
913
$4.32M 0.01%
190,900
+55,935
914
$4.32M 0.01%
31,617
-34,815
915
$4.31M 0.01%
397,334
-280,547
916
$4.31M 0.01%
62,982
-623
917
$4.31M 0.01%
88,151
+529
918
$4.3M 0.01%
24,873
+3,727
919
$4.29M 0.01%
+51,128
920
$4.26M 0.01%
8,345
-639
921
$4.25M 0.01%
33,089
-251
922
$4.25M 0.01%
90,799
-3,806
923
$4.23M 0.01%
83,167
+9,224
924
$4.23M 0.01%
66,998
-184,449
925
$4.22M 0.01%
42,560
-5,756
35 36
37
38 39