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
1026
$3.43M 0.01%
28,380
-920
1027
$3.43M 0.01%
42,734
-113
1028
$3.43M 0.01%
52,523
-769
1029
$3.42M 0.01%
20,439
-21
1030
$3.41M 0.01%
25,114
+3,418
1031
$3.4M 0.01%
139,071
-22,938
1032
$3.4M 0.01%
78,886
-111
1033
$3.38M 0.01%
62,325
+123
1034
$3.38M 0.01%
16,073
-667
1035
$3.36M ﹤0.01%
132,595
+35,671
1036
$3.35M ﹤0.01%
124,472
+7,800
1037
$3.31M ﹤0.01%
48,493
+113
1038
$3.31M ﹤0.01%
119,667
+1,167
1039
$3.31M ﹤0.01%
86,370
-134
1040
$3.31M ﹤0.01%
26,166
-157
1041
$3.3M ﹤0.01%
92,258
-554
1042
$3.29M ﹤0.01%
100,112
-1,108
1043
$3.29M ﹤0.01%
20,670
+2,857
1044
$3.28M ﹤0.01%
11,689
+819
1045
$3.28M ﹤0.01%
6,688
-2,000
1046
$3.28M ﹤0.01%
50,945
-1,792
1047
$3.27M ﹤0.01%
12,553
+68
1048
$3.27M ﹤0.01%
22,087
-8,495
1049
$3.26M ﹤0.01%
32,287
+2,555
1050
$3.23M ﹤0.01%
74,633
+7,346
40 41
42
43 44