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
1201
$2.28M ﹤0.01%
71,220
-34
1202
$2.27M ﹤0.01%
17,255
-916
1203
$2.25M ﹤0.01%
105,606
+13,424
1204
$2.24M ﹤0.01%
53,694
-1,294
1205
$2.23M ﹤0.01%
99,653
-3,755
1206
$2.23M ﹤0.01%
1,240
-129
1207
$2.23M ﹤0.01%
+6,607
1208
$2.22M ﹤0.01%
75,493
+5,286
1209
$2.22M ﹤0.01%
20,228
-294
1210
$2.21M ﹤0.01%
10,522
+4,329
1211
$2.21M ﹤0.01%
6,340
+509
1212
$2.21M ﹤0.01%
34,696
+13,112
1213
$2.2M ﹤0.01%
49,167
+327
1214
$2.19M ﹤0.01%
90,430
+7,283
1215
$2.19M ﹤0.01%
9,074
-142
1216
$2.18M ﹤0.01%
29,379
-2,912
1217
$2.18M ﹤0.01%
59,761
1218
$2.17M ﹤0.01%
43,017
-5,243
1219
$2.16M ﹤0.01%
107,338
+1,865
1220
$2.16M ﹤0.01%
94,565
+9,983
1221
$2.16M ﹤0.01%
92,494
+6,824
1222
$2.15M ﹤0.01%
20,426
+97
1223
$2.15M ﹤0.01%
33,574
-1,372
1224
$2.15M ﹤0.01%
25,729
-22,588
1225
$2.14M ﹤0.01%
64,960
+12,399
47 48
49
50 51