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
1476
$1.23M ﹤0.01%
13,115
-745
1477
$1.22M ﹤0.01%
25,530
-4,593
1478
$1.22M ﹤0.01%
12,577
-292
1479
$1.22M ﹤0.01%
35,090
1480
$1.22M ﹤0.01%
26,249
-3,530
1481
$1.22M ﹤0.01%
16,790
-93
1482
$1.22M ﹤0.01%
17,045
+31
1483
$1.21M ﹤0.01%
6,553
+232
1484
$1.21M ﹤0.01%
3,861
+1,512
1485
$1.21M ﹤0.01%
105,508
-19,104
1486
$1.21M ﹤0.01%
25,191
+302
1487
$1.21M ﹤0.01%
17,571
-4,035
1488
$1.2M ﹤0.01%
1,268
1489
$1.2M ﹤0.01%
21,397
+16,020
1490
$1.2M ﹤0.01%
6,735
+973
1491
$1.2M ﹤0.01%
162
-3
1492
$1.19M ﹤0.01%
16,681
-383
1493
$1.19M ﹤0.01%
104,036
-102,230
1494
$1.19M ﹤0.01%
279,315
-190,996
1495
$1.19M ﹤0.01%
8,807
+5,719
1496
$1.18M ﹤0.01%
54,245
+3,127
1497
$1.18M ﹤0.01%
22,051
+13,060
1498
$1.18M ﹤0.01%
3,649
+322
1499
$1.18M ﹤0.01%
+23,282
1500
$1.18M ﹤0.01%
17,338
+2,974
58 59
60
61 62