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
1151
$2.55M ﹤0.01%
60,101
-543
1152
$2.55M ﹤0.01%
79,622
+7,522
1153
$2.54M ﹤0.01%
36,235
+22
1154
$2.51M ﹤0.01%
62,144
-6,255
1155
$2.49M ﹤0.01%
101,560
-4,816
1156
$2.49M ﹤0.01%
4,516
+203
1157
$2.49M ﹤0.01%
+23,212
1158
$2.48M ﹤0.01%
95,039
+5,444
1159
$2.48M ﹤0.01%
16,633
-503
1160
$2.47M ﹤0.01%
72,371
-9,376
1161
$2.47M ﹤0.01%
111,885
+1,790
1162
$2.47M ﹤0.01%
173,070
-19,864
1163
$2.47M ﹤0.01%
82,339
-9,140
1164
$2.46M ﹤0.01%
23,212
-1,300
1165
$2.46M ﹤0.01%
101,205
1166
$2.45M ﹤0.01%
26,819
+6,867
1167
$2.43M ﹤0.01%
81,633
-884
1168
$2.42M ﹤0.01%
38,049
-476
1169
$2.42M ﹤0.01%
65,939
-9,350
1170
$2.42M ﹤0.01%
202,857
+124,700
1171
$2.42M ﹤0.01%
17,434
+575
1172
$2.41M ﹤0.01%
57,132
+15,097
1173
$2.41M ﹤0.01%
+48,368
1174
$2.4M ﹤0.01%
13,949
-872
1175
$2.4M ﹤0.01%
119,557
+103,315
45 46
47
48 49