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
1726
$736K ﹤0.01%
15,841
+2,134
1727
$732K ﹤0.01%
16,603
+2,322
1728
$732K ﹤0.01%
19,460
+844
1729
$729K ﹤0.01%
11,398
-2,073
1730
$729K ﹤0.01%
24,954
-122
1731
$727K ﹤0.01%
10,764
+3,608
1732
$722K ﹤0.01%
+7,742
1733
$722K ﹤0.01%
13,053
+1,640
1734
$721K ﹤0.01%
8,385
-495
1735
$719K ﹤0.01%
12,850
+745
1736
$719K ﹤0.01%
+4,010
1737
$714K ﹤0.01%
11,960
-152
1738
$714K ﹤0.01%
15,944
+8,956
1739
$712K ﹤0.01%
15,814
+2,427
1740
$709K ﹤0.01%
25,942
+1,310
1741
$709K ﹤0.01%
84,998
-811
1742
$709K ﹤0.01%
5,225
-1,051
1743
$705K ﹤0.01%
+18,296
1744
$704K ﹤0.01%
26,067
+2,975
1745
$701K ﹤0.01%
10,224
-834
1746
$699K ﹤0.01%
82,429
+43,082
1747
$697K ﹤0.01%
23,561
-7,404
1748
$696K ﹤0.01%
19,000
-253
1749
$695K ﹤0.01%
18,582
-4,000
1750
$695K ﹤0.01%
21,206
+2,198
68 69
70
71 72