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
2026
$395K ﹤0.01%
18,018
+66
2027
$394K ﹤0.01%
18,980
-886
2028
$394K ﹤0.01%
7,649
-1,474
2029
$392K ﹤0.01%
6,257
-1,545
2030
$392K ﹤0.01%
3,152
-691
2031
$392K ﹤0.01%
5,365
+934
2032
$391K ﹤0.01%
10,073
-211,005
2033
$391K ﹤0.01%
4,375
-13
2034
$390K ﹤0.01%
30,866
2035
$390K ﹤0.01%
33,446
+4,023
2036
$390K ﹤0.01%
3,028
-24,477
2037
$389K ﹤0.01%
15,685
+302
2038
$389K ﹤0.01%
5,337
-447
2039
$388K ﹤0.01%
8,779
-4,568
2040
$388K ﹤0.01%
16,851
-94
2041
$386K ﹤0.01%
3,812
-239
2042
$386K ﹤0.01%
13,385
+668
2043
$386K ﹤0.01%
19,012
-911
2044
$384K ﹤0.01%
16,306
-35
2045
$384K ﹤0.01%
6,986
+515
2046
$383K ﹤0.01%
2,255
+62
2047
$382K ﹤0.01%
4,421
+1,316
2048
$381K ﹤0.01%
86,862
+3,808
2049
$380K ﹤0.01%
8,259
2050
$380K ﹤0.01%
12,237
-147
80 81
82
83 84