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
1326
$1.75M ﹤0.01%
36,013
+541
1327
$1.74M ﹤0.01%
15,862
+2,451
1328
$1.74M ﹤0.01%
25,267
-371
1329
$1.74M ﹤0.01%
59,497
+3,324
1330
$1.74M ﹤0.01%
16,649
-1,277
1331
$1.73M ﹤0.01%
46,217
+1,697
1332
$1.72M ﹤0.01%
8,715
+419
1333
$1.72M ﹤0.01%
7,434
-252
1334
$1.72M ﹤0.01%
44,077
-24,145
1335
$1.72M ﹤0.01%
24,784
+18,324
1336
$1.72M ﹤0.01%
45,601
-751
1337
$1.71M ﹤0.01%
31,793
+1,186
1338
$1.71M ﹤0.01%
38,081
+4,515
1339
$1.71M ﹤0.01%
56,233
+9,724
1340
$1.7M ﹤0.01%
116,774
+8,743
1341
$1.7M ﹤0.01%
52,548
-3,592
1342
$1.7M ﹤0.01%
96,829
+1,922
1343
$1.7M ﹤0.01%
155,247
-2,196
1344
$1.69M ﹤0.01%
11,205
-650
1345
$1.69M ﹤0.01%
24,658
+11,063
1346
$1.69M ﹤0.01%
109,199
-16,344
1347
$1.68M ﹤0.01%
48,819
+5,252
1348
$1.68M ﹤0.01%
55,930
+5,037
1349
$1.67M ﹤0.01%
191,038
-7,216
1350
$1.67M ﹤0.01%
21,005
-6,590
52 53
54
55 56