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
1826
$610K ﹤0.01%
5,417
+1,306
1827
$609K ﹤0.01%
22,699
-79
1828
$606K ﹤0.01%
1,472
+210
1829
$605K ﹤0.01%
16,488
+679
1830
$603K ﹤0.01%
189,538
1831
$601K ﹤0.01%
5,220
-4
1832
$600K ﹤0.01%
14,322
+3,267
1833
$598K ﹤0.01%
36,181
+2,466
1834
$597K ﹤0.01%
44,325
+959
1835
$596K ﹤0.01%
5,779
-1,022
1836
$595K ﹤0.01%
3,538
+340
1837
$595K ﹤0.01%
6,328
+177
1838
$594K ﹤0.01%
15,001
+529
1839
$593K ﹤0.01%
10,432
-671
1840
$593K ﹤0.01%
12,677
+1,123
1841
$593K ﹤0.01%
9,104
+252
1842
$592K ﹤0.01%
3,667
-126
1843
$592K ﹤0.01%
24,048
+2,848
1844
$591K ﹤0.01%
10,289
-1,955
1845
$591K ﹤0.01%
2,139
-747
1846
$590K ﹤0.01%
6,100
+1,843
1847
$590K ﹤0.01%
17,142
+38
1848
$590K ﹤0.01%
4,496
-335
1849
$588K ﹤0.01%
8,030
-879
1850
$588K ﹤0.01%
7,405
-1,035
72 73
74
75 76