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
1126
$2.72M ﹤0.01%
27,172
+6,726
1127
$2.72M ﹤0.01%
81,807
-2,086
1128
$2.71M ﹤0.01%
118,562
-276
1129
$2.7M ﹤0.01%
19,407
+1,634
1130
$2.7M ﹤0.01%
28,390
-3,760
1131
$2.69M ﹤0.01%
50,985
-5,595
1132
$2.69M ﹤0.01%
18,751
+2,231
1133
$2.68M ﹤0.01%
108,676
-8,098
1134
$2.68M ﹤0.01%
37,878
-7,509
1135
$2.66M ﹤0.01%
121,333
-25,384
1136
$2.65M ﹤0.01%
60,026
-24,435
1137
$2.65M ﹤0.01%
79,312
+6,949
1138
$2.65M ﹤0.01%
17,076
-221
1139
$2.65M ﹤0.01%
7,982
+116
1140
$2.65M ﹤0.01%
86,804
-2,711
1141
$2.63M ﹤0.01%
47,895
-23,850
1142
$2.63M ﹤0.01%
26,042
+22,010
1143
$2.61M ﹤0.01%
61,280
+599
1144
$2.6M ﹤0.01%
73,254
-82
1145
$2.59M ﹤0.01%
11,148
+7,629
1146
$2.58M ﹤0.01%
33,555
-595
1147
$2.57M ﹤0.01%
17,040
+1,786
1148
$2.56M ﹤0.01%
+67,733
1149
$2.56M ﹤0.01%
+15,712
1150
$2.56M ﹤0.01%
10,590
+147
44 45
46
47 48