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
2076
$366K ﹤0.01%
+8,790
2077
$365K ﹤0.01%
9,526
2078
$365K ﹤0.01%
8,080
+1,535
2079
$364K ﹤0.01%
9,791
-69
2080
$364K ﹤0.01%
4,650
-181
2081
$363K ﹤0.01%
10,389
+3,782
2082
$361K ﹤0.01%
31,940
-195
2083
$359K ﹤0.01%
2,767
-1,465
2084
$359K ﹤0.01%
23,726
-334
2085
$358K ﹤0.01%
200,000
2086
$358K ﹤0.01%
23,632
-6,984
2087
$357K ﹤0.01%
16,872
-332
2088
$356K ﹤0.01%
3,076
-216
2089
$355K ﹤0.01%
4,366
-456
2090
$354K ﹤0.01%
12,419
-7,988
2091
$353K ﹤0.01%
3,541
+121
2092
$352K ﹤0.01%
5,630
+1,312
2093
$351K ﹤0.01%
27,627
2094
$350K ﹤0.01%
7,567
+849
2095
$349K ﹤0.01%
17,123
+43
2096
$349K ﹤0.01%
7,700
-1,521
2097
$347K ﹤0.01%
19,724
-95
2098
$346K ﹤0.01%
8,419
-1,114
2099
$344K ﹤0.01%
6,973
-484
2100
$344K ﹤0.01%
3,600
82 83
84
85 86