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
1451
$1.3M ﹤0.01%
14,116
-381
1452
$1.3M ﹤0.01%
36,513
-2,192
1453
$1.3M ﹤0.01%
45,886
-319
1454
$1.29M ﹤0.01%
58,346
-9,539
1455
$1.29M ﹤0.01%
19,291
-2,327
1456
$1.29M ﹤0.01%
6,695
+230
1457
$1.28M ﹤0.01%
42,564
+4,000
1458
$1.28M ﹤0.01%
90,475
+28,177
1459
$1.28M ﹤0.01%
97,202
-104,384
1460
$1.28M ﹤0.01%
19,196
+324
1461
$1.26M ﹤0.01%
17,159
+1,059
1462
$1.26M ﹤0.01%
23,163
+3,088
1463
$1.26M ﹤0.01%
15,674
-515
1464
$1.26M ﹤0.01%
16,962
+2,802
1465
$1.25M ﹤0.01%
26,333
-491
1466
$1.25M ﹤0.01%
64,120
-65,230
1467
$1.24M ﹤0.01%
5,384
+463
1468
$1.24M ﹤0.01%
39,223
-2,216
1469
$1.24M ﹤0.01%
32,373
+2,424
1470
$1.23M ﹤0.01%
8,646
+163
1471
$1.23M ﹤0.01%
30,450
-11,299
1472
$1.23M ﹤0.01%
40,605
-20,542
1473
$1.23M ﹤0.01%
30,426
+141
1474
$1.23M ﹤0.01%
22,224
-6,343
1475
$1.23M ﹤0.01%
24,377
+4,508
57 58
59
60 61