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
$60.8B
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$140M
3
+$97.3M
4
GPN icon
Global Payments
GPN
+$92.4M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$87M

Top Sells

1
+$70.1M
2
+$69.1M
3
+$49.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$46.7M

Sector Composition

1 Technology 12.71%
2 Financials 9.29%
3 Healthcare 8.83%
4 Consumer Discretionary 7.48%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$496K ﹤0.01%
847
+29
1977
$496K ﹤0.01%
30,317
-18,921
1978
$496K ﹤0.01%
10,294
1979
$496K ﹤0.01%
33,817
-1,566
1980
$494K ﹤0.01%
93,893
+34,426
1981
$494K ﹤0.01%
201,672
+33,601
1982
$493K ﹤0.01%
30,114
+11,814
1983
$493K ﹤0.01%
15,535
-13,554
1984
$493K ﹤0.01%
10,268
-2,651
1985
$492K ﹤0.01%
5,011
+1,517
1986
$492K ﹤0.01%
+11,145
1987
$491K ﹤0.01%
7,918
+756
1988
$490K ﹤0.01%
7,880
+817
1989
$489K ﹤0.01%
10,602
-382
1990
$489K ﹤0.01%
+18,319
1991
$487K ﹤0.01%
23,577
+1,230
1992
$486K ﹤0.01%
+5,422
1993
$484K ﹤0.01%
18,181
1994
$483K ﹤0.01%
10,092
-2,640
1995
$483K ﹤0.01%
5,899
-823
1996
$482K ﹤0.01%
16,460
-2,172
1997
$481K ﹤0.01%
17,835
-9,038
1998
$481K ﹤0.01%
10,131
-7,986
1999
$480K ﹤0.01%
11,665
2000
$480K ﹤0.01%
32,646
-3,450
78 79
80
81 82