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
1101
$2.86M ﹤0.01%
94,627
-7,605
1102
$2.86M ﹤0.01%
67,484
+4,315
1103
$2.86M ﹤0.01%
+107,955
1104
$2.85M ﹤0.01%
114,741
+735
1105
$2.85M ﹤0.01%
29,538
-46,151
1106
$2.84M ﹤0.01%
21,664
+55
1107
$2.84M ﹤0.01%
27,018
+16,194
1108
$2.83M ﹤0.01%
55,367
+26,476
1109
$2.82M ﹤0.01%
88,989
-1,421
1110
$2.81M ﹤0.01%
124,312
+2,270
1111
$2.8M ﹤0.01%
22,275
+2,180
1112
$2.8M ﹤0.01%
89,415
-154
1113
$2.8M ﹤0.01%
205,322
+6,665
1114
$2.78M ﹤0.01%
40,441
-383
1115
$2.78M ﹤0.01%
11,792
+1,628
1116
$2.77M ﹤0.01%
45,287
+193
1117
$2.77M ﹤0.01%
64,601
+20,498
1118
$2.76M ﹤0.01%
127,766
-225
1119
$2.76M ﹤0.01%
123,501
-14,655
1120
$2.76M ﹤0.01%
56,216
+4,691
1121
$2.75M ﹤0.01%
+80,075
1122
$2.75M ﹤0.01%
10,660
+183
1123
$2.74M ﹤0.01%
127,151
+17,399
1124
$2.72M ﹤0.01%
10,079
+265
1125
$2.72M ﹤0.01%
23,813
+7,829
43 44
45
46 47