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
1551
$1.07M ﹤0.01%
56,237
+1,922
1552
$1.06M ﹤0.01%
+38,120
1553
$1.05M ﹤0.01%
55,564
+11,397
1554
$1.05M ﹤0.01%
37,021
+3,441
1555
$1.05M ﹤0.01%
10,689
-6,453
1556
$1.05M ﹤0.01%
4,424
-18
1557
$1.04M ﹤0.01%
10,056
-6,905
1558
$1.04M ﹤0.01%
17,995
-2,060
1559
$1.03M ﹤0.01%
20,564
+5,853
1560
$1.03M ﹤0.01%
25,863
-102
1561
$1.03M ﹤0.01%
20,568
+2,319
1562
$1.03M ﹤0.01%
36,761
+2,726
1563
$1.02M ﹤0.01%
12,127
-6,755
1564
$1.02M ﹤0.01%
8,948
-763
1565
$1.02M ﹤0.01%
14,890
-2,388
1566
$1.01M ﹤0.01%
32,995
+442
1567
$1.01M ﹤0.01%
47,126
-4,007
1568
$1.01M ﹤0.01%
20,540
-336
1569
$1.01M ﹤0.01%
65,137
-1,537
1570
$1.01M ﹤0.01%
9,065
+3,768
1571
$1M ﹤0.01%
10,194
+1,147
1572
$1M ﹤0.01%
40,230
-254
1573
$1M ﹤0.01%
20,364
-467
1574
$1M ﹤0.01%
9,899
+1,932
1575
$1M ﹤0.01%
9,591
-89
61 62
63
64 65