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
1526
$1.1M ﹤0.01%
97,583
+2,516
1527
$1.1M ﹤0.01%
17,603
+11,932
1528
$1.1M ﹤0.01%
17,406
+129
1529
$1.1M ﹤0.01%
7,256
-23,542
1530
$1.1M ﹤0.01%
16,177
+4,451
1531
$1.1M ﹤0.01%
8,602
-32,338
1532
$1.1M ﹤0.01%
17,517
+1,559
1533
$1.1M ﹤0.01%
934
-148
1534
$1.09M ﹤0.01%
78,361
+54,829
1535
$1.09M ﹤0.01%
41,184
+4,516
1536
$1.09M ﹤0.01%
8,703
-99
1537
$1.09M ﹤0.01%
19,487
1538
$1.09M ﹤0.01%
+21,881
1539
$1.09M ﹤0.01%
8,895
-761
1540
$1.09M ﹤0.01%
24,084
+3,186
1541
$1.09M ﹤0.01%
13,350
-182
1542
$1.08M ﹤0.01%
5,442
-623
1543
$1.07M ﹤0.01%
4,423
+9
1544
$1.07M ﹤0.01%
+26,505
1545
$1.07M ﹤0.01%
29,105
-14,748
1546
$1.07M ﹤0.01%
9,809
-1,776
1547
$1.07M ﹤0.01%
33,609
-19,776
1548
$1.07M ﹤0.01%
11,038
+1,716
1549
$1.07M ﹤0.01%
52,109
+5,132
1550
$1.07M ﹤0.01%
+16,351
60 61
62
63 64