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
976
$3.79M 0.01%
402,821
-5,379
977
$3.79M 0.01%
72,590
-1,035
978
$3.77M 0.01%
156,814
+30,052
979
$3.77M 0.01%
140,011
-869
980
$3.76M 0.01%
68,837
-7,046
981
$3.76M 0.01%
59,936
-3,383
982
$3.76M 0.01%
93,453
-376,313
983
$3.75M 0.01%
67,104
-3,741
984
$3.72M 0.01%
181,712
+4,852
985
$3.72M 0.01%
71,382
+7,425
986
$3.71M 0.01%
56,703
+624
987
$3.7M 0.01%
147,219
+81,059
988
$3.68M 0.01%
33,639
-24,778
989
$3.67M 0.01%
30,841
-27,440
990
$3.67M 0.01%
16,759
-655
991
$3.67M 0.01%
45,026
+685
992
$3.65M 0.01%
80,580
-443
993
$3.65M 0.01%
49,941
-717
994
$3.64M 0.01%
62,430
-18,652
995
$3.63M 0.01%
57,339
+51,919
996
$3.6M 0.01%
17,244
-4,717
997
$3.6M 0.01%
7,390
-213
998
$3.59M 0.01%
28,361
-17,325
999
$3.58M 0.01%
33,967
-2,181
1000
$3.57M 0.01%
50,074
-6,069
38 39
40
41 42