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
1401
$1.48M ﹤0.01%
12,709
-1,621
1402
$1.48M ﹤0.01%
33,197
-1,669
1403
$1.48M ﹤0.01%
33,448
+8,530
1404
$1.48M ﹤0.01%
39,310
-375
1405
$1.47M ﹤0.01%
58,776
+29,745
1406
$1.47M ﹤0.01%
139,948
+67,009
1407
$1.47M ﹤0.01%
78,589
-33,332
1408
$1.47M ﹤0.01%
60,968
+17,982
1409
$1.46M ﹤0.01%
16,483
+575
1410
$1.46M ﹤0.01%
5,080
-28
1411
$1.46M ﹤0.01%
10,715
+175
1412
$1.46M ﹤0.01%
11,002
+70
1413
$1.45M ﹤0.01%
6,263
-3,907
1414
$1.44M ﹤0.01%
28,666
-9,696
1415
$1.44M ﹤0.01%
304,567
1416
$1.44M ﹤0.01%
36,468
+652
1417
$1.44M ﹤0.01%
44,965
+19
1418
$1.43M ﹤0.01%
74,536
-12,860
1419
$1.43M ﹤0.01%
50,360
+185
1420
$1.43M ﹤0.01%
68,823
+3,429
1421
$1.43M ﹤0.01%
14,489
+9,329
1422
$1.42M ﹤0.01%
36,551
+4,228
1423
$1.41M ﹤0.01%
41,782
-9,622
1424
$1.41M ﹤0.01%
18,036
-675
1425
$1.41M ﹤0.01%
+29,065
55 56
57
58 59