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
1301
$1.85M ﹤0.01%
50,179
-898
1302
$1.85M ﹤0.01%
23,209
-338
1303
$1.85M ﹤0.01%
1,524
-1
1304
$1.85M ﹤0.01%
58,356
-18,131
1305
$1.84M ﹤0.01%
4,487
+1,477
1306
$1.83M ﹤0.01%
67,256
+18,161
1307
$1.83M ﹤0.01%
94,639
-1,979
1308
$1.83M ﹤0.01%
171,610
-56,782
1309
$1.83M ﹤0.01%
18,778
+4,365
1310
$1.83M ﹤0.01%
29,593
1311
$1.83M ﹤0.01%
30,209
+951
1312
$1.82M ﹤0.01%
18,981
-1,719
1313
$1.82M ﹤0.01%
35,252
+1,521
1314
$1.82M ﹤0.01%
10,334
-2,136
1315
$1.81M ﹤0.01%
40,433
-1,090
1316
$1.81M ﹤0.01%
88,200
-7,168
1317
$1.79M ﹤0.01%
61,104
+42,355
1318
$1.78M ﹤0.01%
13,547
+2,928
1319
$1.78M ﹤0.01%
18,381
+1,698
1320
$1.78M ﹤0.01%
17,258
-1,881
1321
$1.77M ﹤0.01%
33,875
+3,346
1322
$1.76M ﹤0.01%
96,802
-1,976
1323
$1.76M ﹤0.01%
10,087
-883
1324
$1.76M ﹤0.01%
56,034
-1,067
1325
$1.75M ﹤0.01%
85,995
-16,814
51 52
53
54 55