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
951
$4.04M 0.01%
22,293
-135
952
$4.02M 0.01%
240,327
-1,556
953
$4M 0.01%
498,856
+174,359
954
$3.98M 0.01%
85,248
-34,614
955
$3.97M 0.01%
17,085
+5
956
$3.96M 0.01%
+73,676
957
$3.96M 0.01%
18,999
+2,364
958
$3.95M 0.01%
97,288
-4,198
959
$3.94M 0.01%
283,936
-11,490
960
$3.93M 0.01%
56,223
+3,385
961
$3.93M 0.01%
19,443
-262
962
$3.92M 0.01%
16,491
-3,384
963
$3.9M 0.01%
96,348
-280
964
$3.89M 0.01%
173,082
-12,936
965
$3.88M 0.01%
93,792
-2,631
966
$3.88M 0.01%
263,182
+27,473
967
$3.88M 0.01%
192,640
+25,597
968
$3.87M 0.01%
17,208
-92
969
$3.86M 0.01%
34,221
+30,238
970
$3.85M 0.01%
43,582
-1,326
971
$3.84M 0.01%
182,150
-76,578
972
$3.83M 0.01%
49,006
+2,555
973
$3.82M 0.01%
168,658
-1,061
974
$3.79M 0.01%
139,412
-17,027
975
$3.79M 0.01%
21,227
+519
37 38
39
40 41