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
1701
$776K ﹤0.01%
16,494
+1,088
1702
$776K ﹤0.01%
8,436
+418
1703
$775K ﹤0.01%
28,155
-2,080
1704
$774K ﹤0.01%
14,615
-856
1705
$773K ﹤0.01%
53,066
+241
1706
$767K ﹤0.01%
22,642
+4,655
1707
$766K ﹤0.01%
64,215
-29,761
1708
$764K ﹤0.01%
26,738
+3,109
1709
$761K ﹤0.01%
2,556
-1,358
1710
$761K ﹤0.01%
13,751
-12,303
1711
$761K ﹤0.01%
22,675
-4,984
1712
$760K ﹤0.01%
15,157
+157
1713
$758K ﹤0.01%
12,802
-266
1714
$758K ﹤0.01%
12,340
+1,121
1715
$755K ﹤0.01%
17,563
+6,471
1716
$754K ﹤0.01%
224,470
-20,336
1717
$754K ﹤0.01%
7,296
+4,242
1718
$753K ﹤0.01%
10,978
+3,997
1719
$752K ﹤0.01%
40,195
+16,948
1720
$752K ﹤0.01%
7,632
-1,923
1721
$751K ﹤0.01%
25,456
-80
1722
$749K ﹤0.01%
14,073
+1,237
1723
$746K ﹤0.01%
22,676
-773
1724
$743K ﹤0.01%
13,143
-720
1725
$738K ﹤0.01%
3,002
+1,460
67 68
69
70 71