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
1876
$561K ﹤0.01%
8,562
-215
1877
$561K ﹤0.01%
8,887
-5,055
1878
$559K ﹤0.01%
18,820
-5,451
1879
$558K ﹤0.01%
7,150
+1,192
1880
$554K ﹤0.01%
27,824
+2,020
1881
$551K ﹤0.01%
9,762
-28,339
1882
$551K ﹤0.01%
+17,703
1883
$550K ﹤0.01%
30,415
-1,821
1884
$549K ﹤0.01%
40,931
-16,572
1885
$548K ﹤0.01%
8,091
-5,827
1886
$548K ﹤0.01%
6,696
+382
1887
$548K ﹤0.01%
8,872
+1,613
1888
$548K ﹤0.01%
26,526
-2,463
1889
$548K ﹤0.01%
7,816
+871
1890
$547K ﹤0.01%
49,770
1891
$546K ﹤0.01%
22,558
+322
1892
$545K ﹤0.01%
8,511
+412
1893
$544K ﹤0.01%
6,543
-216
1894
$543K ﹤0.01%
39,544
-15,028
1895
$543K ﹤0.01%
2,380
-173
1896
$542K ﹤0.01%
12,711
-12,824
1897
$541K ﹤0.01%
35,621
-5,899
1898
$540K ﹤0.01%
17,771
1899
$540K ﹤0.01%
7,475
-483
1900
$539K ﹤0.01%
30,456
+1,789
74 75
76
77 78