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
1751
$694K ﹤0.01%
6,886
+1,757
1752
$693K ﹤0.01%
10,511
-47,701
1753
$693K ﹤0.01%
32,167
+16,484
1754
$691K ﹤0.01%
13,326
+29
1755
$691K ﹤0.01%
11,776
+602
1756
$688K ﹤0.01%
16,507
1757
$684K ﹤0.01%
12,332
-6,660
1758
$684K ﹤0.01%
16,760
+47
1759
$684K ﹤0.01%
32,800
1760
$683K ﹤0.01%
28,313
-7,327
1761
$682K ﹤0.01%
53,631
-1,223
1762
$681K ﹤0.01%
28,991
-986
1763
$680K ﹤0.01%
42,683
+2,075
1764
$678K ﹤0.01%
59,465
+17,479
1765
$678K ﹤0.01%
7,040
+770
1766
$677K ﹤0.01%
10,026
+3,545
1767
$676K ﹤0.01%
5,307
+334
1768
$675K ﹤0.01%
16,956
-8,821
1769
$675K ﹤0.01%
33,495
-229
1770
$674K ﹤0.01%
15,049
-5,935
1771
$671K ﹤0.01%
9,760
+2,209
1772
$671K ﹤0.01%
11,469
+534
1773
$670K ﹤0.01%
5,305
-408
1774
$669K ﹤0.01%
15,314
+961
1775
$668K ﹤0.01%
43,201
+2,402
69 70
71
72 73