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
1801
$633K ﹤0.01%
39,397
+1,331
1802
$632K ﹤0.01%
50,338
+3,001
1803
$632K ﹤0.01%
12,623
+1,019
1804
$631K ﹤0.01%
8,957
+318
1805
$631K ﹤0.01%
21,508
-1,344
1806
$629K ﹤0.01%
14,505
-1,780
1807
$627K ﹤0.01%
23,650
-4,000
1808
$626K ﹤0.01%
15,779
-102
1809
$624K ﹤0.01%
10,018
+3,429
1810
$624K ﹤0.01%
55,404
+3,185
1811
$623K ﹤0.01%
12,795
-208
1812
$623K ﹤0.01%
7,217
+197
1813
$619K ﹤0.01%
27,152
+2,818
1814
$619K ﹤0.01%
52,685
+1,733
1815
$619K ﹤0.01%
19,783
+59
1816
$619K ﹤0.01%
36,457
+13,481
1817
$618K ﹤0.01%
33,260
-379
1818
$617K ﹤0.01%
21,326
+461
1819
$617K ﹤0.01%
+4,656
1820
$616K ﹤0.01%
4,878
+204
1821
$615K ﹤0.01%
23,686
1822
$613K ﹤0.01%
21,829
+973
1823
$611K ﹤0.01%
33,379
-247
1824
$611K ﹤0.01%
2,139
-174
1825
$610K ﹤0.01%
20,486
-447
71 72
73
74 75