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
1926
$509K ﹤0.01%
13,510
+2,477
1927
$508K ﹤0.01%
13,548
-1,116
1928
$508K ﹤0.01%
3,438
-890
1929
$506K ﹤0.01%
15,452
-503
1930
$506K ﹤0.01%
6,857
-4,271
1931
$505K ﹤0.01%
22,971
+10,753
1932
$505K ﹤0.01%
41,703
+1,804
1933
$502K ﹤0.01%
21,591
+65
1934
$501K ﹤0.01%
8,322
+3,058
1935
$498K ﹤0.01%
+17,251
1936
$497K ﹤0.01%
3,376
-18,057
1937
$497K ﹤0.01%
4,885
-195
1938
$495K ﹤0.01%
9,506
-591
1939
$493K ﹤0.01%
18,140
-1,072
1940
$492K ﹤0.01%
9,183
-447
1941
$491K ﹤0.01%
24,023
+1,715
1942
$491K ﹤0.01%
38,323
+4,855
1943
$489K ﹤0.01%
41,273
+7,211
1944
$489K ﹤0.01%
19,553
1945
$489K ﹤0.01%
10,003
+193
1946
$487K ﹤0.01%
4,905
+486
1947
$483K ﹤0.01%
8,990
+598
1948
$481K ﹤0.01%
10,228
+639
1949
$481K ﹤0.01%
9,643
+1,656
1950
$481K ﹤0.01%
15,543
-86
76 77
78
79 80