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
1951
$480K ﹤0.01%
18,130
+75
1952
$479K ﹤0.01%
34,368
+1,942
1953
$478K ﹤0.01%
19,532
-4,654
1954
$478K ﹤0.01%
2,286
+135
1955
$477K ﹤0.01%
12,261
-3,748
1956
$477K ﹤0.01%
2,102
-1,702
1957
$476K ﹤0.01%
15,968
+1,669
1958
$475K ﹤0.01%
17,208
+373
1959
$474K ﹤0.01%
2,409
+139
1960
$472K ﹤0.01%
12,304
+2,193
1961
$472K ﹤0.01%
12,761
-202
1962
$472K ﹤0.01%
5,906
+1,721
1963
$468K ﹤0.01%
1,909
+58
1964
$460K ﹤0.01%
54,000
1965
$459K ﹤0.01%
9,481
+41
1966
$459K ﹤0.01%
13,085
+92
1967
$457K ﹤0.01%
+16,384
1968
$455K ﹤0.01%
5,177
-95
1969
$454K ﹤0.01%
25,173
+63
1970
$454K ﹤0.01%
8,726
-15
1971
$452K ﹤0.01%
4,560
+123
1972
$452K ﹤0.01%
6,516
+326
1973
$452K ﹤0.01%
16,790
+6
1974
$444K ﹤0.01%
1,414
-11
1975
$442K ﹤0.01%
12,352
+234
77 78
79
80 81