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
2051
$379K ﹤0.01%
13,450
+3,950
2052
$378K ﹤0.01%
6,329
+2,382
2053
$377K ﹤0.01%
8,890
2054
$376K ﹤0.01%
7,798
-149
2055
$376K ﹤0.01%
6,096
-2,634
2056
$375K ﹤0.01%
8,986
-768
2057
$373K ﹤0.01%
15,651
+2,026
2058
$373K ﹤0.01%
12,172
-872
2059
$373K ﹤0.01%
10,869
+1,565
2060
$372K ﹤0.01%
+24,400
2061
$372K ﹤0.01%
+12,309
2062
$371K ﹤0.01%
28,755
-3,435
2063
$371K ﹤0.01%
13,246
+276
2064
$371K ﹤0.01%
14,506
+1,158
2065
$371K ﹤0.01%
7,535
+3,223
2066
$368K ﹤0.01%
23,300
-6,353
2067
$368K ﹤0.01%
36,656
+13,655
2068
$368K ﹤0.01%
15,695
+95
2069
$368K ﹤0.01%
31,132
+6,344
2070
$368K ﹤0.01%
14,837
+200
2071
$368K ﹤0.01%
+11,388
2072
$367K ﹤0.01%
15,631
-2,390
2073
$366K ﹤0.01%
34,640
2074
$366K ﹤0.01%
11,227
-430
2075
$366K ﹤0.01%
6,480
+206
81 82
83
84 85