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
926
$4.22M 0.01%
+194,171
927
$4.21M 0.01%
52,193
-9,698
928
$4.21M 0.01%
84,137
-3,970
929
$4.2M 0.01%
41,943
+10,887
930
$4.2M 0.01%
60,725
+42,686
931
$4.2M 0.01%
+84,275
932
$4.2M 0.01%
168,284
+11,718
933
$4.19M 0.01%
43,911
+708
934
$4.18M 0.01%
+166,681
935
$4.18M 0.01%
34,800
-16,316
936
$4.18M 0.01%
109,497
-25,668
937
$4.17M 0.01%
44,950
+40
938
$4.16M 0.01%
16,867
+8,047
939
$4.16M 0.01%
90,280
+120
940
$4.14M 0.01%
519,179
-420,650
941
$4.13M 0.01%
96,702
+8,909
942
$4.1M 0.01%
35,883
-796
943
$4.1M 0.01%
19,778
-792
944
$4.09M 0.01%
18,562
+13,120
945
$4.07M 0.01%
+173,267
946
$4.07M 0.01%
+47,103
947
$4.06M 0.01%
135,548
-5,587
948
$4.06M 0.01%
45,668
-2,863
949
$4.05M 0.01%
12,898
+1,197
950
$4.04M 0.01%
124,060
-400
36 37
38
39 40