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
1901
$539K ﹤0.01%
33,541
-155
1902
$539K ﹤0.01%
16,500
-4,180
1903
$538K ﹤0.01%
3,673
+150
1904
$538K ﹤0.01%
7,845
+2,428
1905
$536K ﹤0.01%
26,718
-18,012
1906
$536K ﹤0.01%
246,969
1907
$534K ﹤0.01%
16,500
+107
1908
$532K ﹤0.01%
22,516
+794
1909
$529K ﹤0.01%
14,320
+2,696
1910
$527K ﹤0.01%
+6,363
1911
$525K ﹤0.01%
14,534
1912
$523K ﹤0.01%
6,330
-146
1913
$523K ﹤0.01%
9,613
+3,887
1914
$521K ﹤0.01%
+4,066
1915
$521K ﹤0.01%
6,416
-248
1916
$518K ﹤0.01%
6,655
+279
1917
$518K ﹤0.01%
11,450
-14,357
1918
$516K ﹤0.01%
23,470
+7,499
1919
$516K ﹤0.01%
4,853
-479
1920
$516K ﹤0.01%
21,570
-247
1921
$515K ﹤0.01%
10,261
-14,857
1922
$515K ﹤0.01%
57,934
+1,077
1923
$514K ﹤0.01%
12,843
-29
1924
$513K ﹤0.01%
15,965
-904
1925
$511K ﹤0.01%
12,664
-4,059
75 76
77
78 79