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
1626
$882K ﹤0.01%
80,000
-8,889
1627
$877K ﹤0.01%
24,339
+847
1628
$876K ﹤0.01%
4,148
1629
$876K ﹤0.01%
5,415
+3,427
1630
$876K ﹤0.01%
32,773
-889
1631
$876K ﹤0.01%
24,581
+2,700
1632
$874K ﹤0.01%
22,592
+437
1633
$869K ﹤0.01%
13,432
-6,330
1634
$867K ﹤0.01%
4,786
-450
1635
$866K ﹤0.01%
16,304
+2,582
1636
$865K ﹤0.01%
33,990
+5,918
1637
$864K ﹤0.01%
7,171
+988
1638
$864K ﹤0.01%
25,728
+11,571
1639
$863K ﹤0.01%
25,219
+299
1640
$863K ﹤0.01%
11,615
-888
1641
$860K ﹤0.01%
5,130
-122
1642
$860K ﹤0.01%
12,075
-89
1643
$859K ﹤0.01%
9,220
+153
1644
$857K ﹤0.01%
10,150
+18
1645
$857K ﹤0.01%
9,477
-3,360
1646
$855K ﹤0.01%
10,829
-697
1647
$855K ﹤0.01%
20,257
-5,456
1648
$854K ﹤0.01%
102,972
+821
1649
$853K ﹤0.01%
8,984
-678
1650
$853K ﹤0.01%
54,119
+34,749
64 65
66
67 68