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
1976
$442K ﹤0.01%
21,097
-998
1977
$441K ﹤0.01%
8,173
+31
1978
$435K ﹤0.01%
12,185
-4,247
1979
$435K ﹤0.01%
12,317
-1,104
1980
$433K ﹤0.01%
8,358
-4,897
1981
$432K ﹤0.01%
17,257
-36,909
1982
$431K ﹤0.01%
5,786
+1,095
1983
$431K ﹤0.01%
2,506
+259
1984
$429K ﹤0.01%
7,658
-1,005
1985
$428K ﹤0.01%
26,316
+2,446
1986
$428K ﹤0.01%
7,425
-2,293
1987
$427K ﹤0.01%
6,981
-2,881
1988
$427K ﹤0.01%
+7,880
1989
$426K ﹤0.01%
5,610
+289
1990
$425K ﹤0.01%
12,939
1991
$424K ﹤0.01%
15,604
-688
1992
$423K ﹤0.01%
4,078
-11
1993
$423K ﹤0.01%
7,432
+1,919
1994
$423K ﹤0.01%
+30,850
1995
$420K ﹤0.01%
8,485
+119
1996
$420K ﹤0.01%
+2,463
1997
$419K ﹤0.01%
15,098
-486
1998
$418K ﹤0.01%
8,113
-718
1999
$416K ﹤0.01%
16,879
+1,774
2000
$415K ﹤0.01%
33,213
+15,094
78 79
80
81 82