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
1226
$2.14M ﹤0.01%
20,380
-6,744
1227
$2.13M ﹤0.01%
58,720
+19,611
1228
$2.13M ﹤0.01%
37,367
+2,724
1229
$2.13M ﹤0.01%
88,093
-270
1230
$2.12M ﹤0.01%
18,688
-455
1231
$2.12M ﹤0.01%
24,623
+12,054
1232
$2.12M ﹤0.01%
44,420
-237
1233
$2.11M ﹤0.01%
18,408
-570
1234
$2.11M ﹤0.01%
54,233
-1,004
1235
$2.11M ﹤0.01%
20,812
-49
1236
$2.1M ﹤0.01%
55,202
+2,328
1237
$2.1M ﹤0.01%
20,236
-1,121
1238
$2.08M ﹤0.01%
38,446
-433
1239
$2.07M ﹤0.01%
156,358
+999
1240
$2.07M ﹤0.01%
10,635
+585
1241
$2.07M ﹤0.01%
46,640
-1,110
1242
$2.06M ﹤0.01%
13,962
-369
1243
$2.06M ﹤0.01%
21,669
+6,929
1244
$2.06M ﹤0.01%
87,990
-262
1245
$2.05M ﹤0.01%
6,929
-34
1246
$2.05M ﹤0.01%
40,165
+5,447
1247
$2.04M ﹤0.01%
32,620
-6,113
1248
$2.04M ﹤0.01%
12,049
-2,245
1249
$2.04M ﹤0.01%
49,605
+6,946
1250
$2.03M ﹤0.01%
34,893
+685
48 49
50
51 52