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
1351
$1.66M ﹤0.01%
30,084
+11,417
1352
$1.66M ﹤0.01%
6,815
-675
1353
$1.66M ﹤0.01%
56,816
+1,046
1354
$1.66M ﹤0.01%
57,023
-2,738
1355
$1.66M ﹤0.01%
45,015
-26
1356
$1.66M ﹤0.01%
37,881
+21,014
1357
$1.65M ﹤0.01%
1,406
-27
1358
$1.65M ﹤0.01%
36,203
+7,507
1359
$1.64M ﹤0.01%
37,316
+2,882
1360
$1.64M ﹤0.01%
16,916
-11,680
1361
$1.64M ﹤0.01%
54,611
+12,727
1362
$1.63M ﹤0.01%
50,000
1363
$1.63M ﹤0.01%
5,531
-264
1364
$1.63M ﹤0.01%
9,871
+1,420
1365
$1.62M ﹤0.01%
31,227
-84
1366
$1.61M ﹤0.01%
2,333
-59
1367
$1.61M ﹤0.01%
61,167
+16,153
1368
$1.6M ﹤0.01%
+56,709
1369
$1.6M ﹤0.01%
5,610
+1,014
1370
$1.6M ﹤0.01%
17,592
-4,831
1371
$1.6M ﹤0.01%
3,924
-251
1372
$1.59M ﹤0.01%
46,596
-41,143
1373
$1.59M ﹤0.01%
32,904
-17,275
1374
$1.58M ﹤0.01%
12,491
-1,562
1375
$1.58M ﹤0.01%
25,017
+15
53 54
55
56 57