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
1051
$3.22M ﹤0.01%
16,320
+402
1052
$3.21M ﹤0.01%
73,723
+9,603
1053
$3.21M ﹤0.01%
35,176
-1,716
1054
$3.21M ﹤0.01%
64,454
-71,717
1055
$3.2M ﹤0.01%
15,308
+571
1056
$3.2M ﹤0.01%
52,142
+899
1057
$3.2M ﹤0.01%
11,286
+273
1058
$3.2M ﹤0.01%
146,191
-2,631
1059
$3.17M ﹤0.01%
30,429
+1,131
1060
$3.16M ﹤0.01%
139,886
-12,270
1061
$3.16M ﹤0.01%
68,830
-6,421
1062
$3.15M ﹤0.01%
107,009
+7,095
1063
$3.13M ﹤0.01%
102,649
-4,073
1064
$3.13M ﹤0.01%
98,877
+33,033
1065
$3.12M ﹤0.01%
34,648
-10,584
1066
$3.12M ﹤0.01%
71,879
-6,025
1067
$3.12M ﹤0.01%
12,146
+945
1068
$3.11M ﹤0.01%
42,126
+10,931
1069
$3.11M ﹤0.01%
22,358
-697
1070
$3.11M ﹤0.01%
126,742
-4,931
1071
$3.1M ﹤0.01%
56,979
-332
1072
$3.1M ﹤0.01%
47,574
-872
1073
$3.1M ﹤0.01%
39,109
+4,417
1074
$3.1M ﹤0.01%
28,552
-141
1075
$3.1M ﹤0.01%
118,842
-6,335
41 42
43
44 45