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
1776
$665K ﹤0.01%
16,192
-13,235
1777
$664K ﹤0.01%
6,163
+2,273
1778
$664K ﹤0.01%
+7,196
1779
$663K ﹤0.01%
13,805
-514
1780
$662K ﹤0.01%
12,479
-75
1781
$662K ﹤0.01%
6,704
-279
1782
$659K ﹤0.01%
14,062
-170,215
1783
$659K ﹤0.01%
9,769
+72
1784
$658K ﹤0.01%
26,772
+2,735
1785
$656K ﹤0.01%
11,693
+160
1786
$656K ﹤0.01%
8,617
+644
1787
$656K ﹤0.01%
15,916
-638
1788
$654K ﹤0.01%
57,296
+20,249
1789
$654K ﹤0.01%
8,887
-1,441
1790
$652K ﹤0.01%
19,304
+76
1791
$651K ﹤0.01%
8,438
+137
1792
$650K ﹤0.01%
23,795
-365
1793
$642K ﹤0.01%
7,616
+781
1794
$641K ﹤0.01%
2,780
-10
1795
$640K ﹤0.01%
60,617
-20,301
1796
$639K ﹤0.01%
45,350
-14,143
1797
$638K ﹤0.01%
37,679
-2,010
1798
$638K ﹤0.01%
4,062
-8,737
1799
$638K ﹤0.01%
10,792
+835
1800
$634K ﹤0.01%
11,480
-380
70 71
72
73 74