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
1001
$3.57M 0.01%
170,708
+676
1002
$3.57M 0.01%
115,734
+10,365
1003
$3.55M 0.01%
28,886
-9
1004
$3.54M 0.01%
70,336
+9,813
1005
$3.54M 0.01%
11,539
+1,851
1006
$3.53M 0.01%
92,903
-1,493
1007
$3.53M 0.01%
106,834
+58
1008
$3.53M 0.01%
98,363
+13,267
1009
$3.52M 0.01%
29,835
-1,665
1010
$3.52M 0.01%
24,745
+15,357
1011
$3.51M 0.01%
64,762
+2,748
1012
$3.51M 0.01%
9,996
+613
1013
$3.51M 0.01%
30,378
-139
1014
$3.5M 0.01%
76,933
-10,830
1015
$3.49M 0.01%
135,026
-4,087
1016
$3.48M 0.01%
32,751
+148
1017
$3.47M 0.01%
44,937
+1,496
1018
$3.47M 0.01%
107,080
+10,475
1019
$3.47M 0.01%
5,858
+565
1020
$3.47M 0.01%
22,165
+1,578
1021
$3.47M 0.01%
17,522
+285
1022
$3.46M 0.01%
+144,655
1023
$3.46M 0.01%
4,731
+68
1024
$3.46M 0.01%
18,282
-880
1025
$3.45M 0.01%
18,987
-261
39 40
41
42 43