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
1501
$1.18M ﹤0.01%
6,526
-827
1502
$1.17M ﹤0.01%
18,413
-924
1503
$1.16M ﹤0.01%
37,807
-5,925
1504
$1.15M ﹤0.01%
29,409
+495
1505
$1.15M ﹤0.01%
10,065
-2,959
1506
$1.15M ﹤0.01%
10,114
-1,063
1507
$1.14M ﹤0.01%
7,946
-699
1508
$1.14M ﹤0.01%
21,813
+110
1509
$1.14M ﹤0.01%
29,286
-10,406
1510
$1.14M ﹤0.01%
49,216
1511
$1.13M ﹤0.01%
+45,281
1512
$1.13M ﹤0.01%
14,018
-1,233
1513
$1.13M ﹤0.01%
4,611
-2,231
1514
$1.13M ﹤0.01%
+42,094
1515
$1.13M ﹤0.01%
13,262
-276
1516
$1.12M ﹤0.01%
104,649
-8,396
1517
$1.12M ﹤0.01%
19,948
+572
1518
$1.12M ﹤0.01%
22,126
-3,435
1519
$1.11M ﹤0.01%
13,807
-6,097
1520
$1.11M ﹤0.01%
70,424
-1,234
1521
$1.11M ﹤0.01%
25,268
+982
1522
$1.11M ﹤0.01%
43,046
-6,331
1523
$1.1M ﹤0.01%
25,051
-7,853
1524
$1.1M ﹤0.01%
76,889
+3,094
1525
$1.1M ﹤0.01%
36,556
-626
59 60
61
62 63