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
1426
$1.41M ﹤0.01%
7,827
-1,334
1427
$1.41M ﹤0.01%
27,049
+18,211
1428
$1.41M ﹤0.01%
219,966
1429
$1.4M ﹤0.01%
68,533
-35,293
1430
$1.4M ﹤0.01%
36,837
-8,653
1431
$1.39M ﹤0.01%
12,352
+894
1432
$1.39M ﹤0.01%
133,710
+77,253
1433
$1.38M ﹤0.01%
13,710
-3,821
1434
$1.38M ﹤0.01%
29,830
-14,703
1435
$1.38M ﹤0.01%
94,681
-6,095
1436
$1.37M ﹤0.01%
22,476
-4,747
1437
$1.37M ﹤0.01%
64,553
+303
1438
$1.35M ﹤0.01%
26,188
+20,715
1439
$1.34M ﹤0.01%
3,993
+679
1440
$1.34M ﹤0.01%
30,309
+1,246
1441
$1.34M ﹤0.01%
30,164
+2,000
1442
$1.34M ﹤0.01%
4,475
-4,005
1443
$1.33M ﹤0.01%
13,358
-1,490
1444
$1.33M ﹤0.01%
4,225
-92
1445
$1.32M ﹤0.01%
76,029
-5,065
1446
$1.32M ﹤0.01%
12,688
-1,097
1447
$1.32M ﹤0.01%
15,861
-5,213
1448
$1.31M ﹤0.01%
32,153
+26,291
1449
$1.31M ﹤0.01%
18,895
+40
1450
$1.31M ﹤0.01%
4,007
+383
56 57
58
59 60