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
1676
$814K ﹤0.01%
8,609
-184
1677
$814K ﹤0.01%
3,464
-215
1678
$812K ﹤0.01%
5,839
-385
1679
$811K ﹤0.01%
48,030
-1,144
1680
$811K ﹤0.01%
8,669
1681
$810K ﹤0.01%
21,878
+7,100
1682
$809K ﹤0.01%
21,042
-888
1683
$809K ﹤0.01%
11,987
+145
1684
$809K ﹤0.01%
18,740
-11,480
1685
$802K ﹤0.01%
10,969
-105
1686
$800K ﹤0.01%
4,227
+95
1687
$800K ﹤0.01%
29,722
+1,206
1688
$797K ﹤0.01%
19,959
+9,357
1689
$795K ﹤0.01%
36,841
-2,474
1690
$793K ﹤0.01%
8,834
+4,377
1691
$793K ﹤0.01%
17,412
+164
1692
$791K ﹤0.01%
11,035
-1,928
1693
$791K ﹤0.01%
23,616
+314
1694
$787K ﹤0.01%
22,694
-523
1695
$785K ﹤0.01%
12,962
+3,344
1696
$784K ﹤0.01%
10,592
+510
1697
$782K ﹤0.01%
32,029
+2,781
1698
$781K ﹤0.01%
5,966
-1,183
1699
$780K ﹤0.01%
40,885
+1,918
1700
$779K ﹤0.01%
+30,127
66 67
68
69 70