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
2126
$326K ﹤0.01%
25,850
-1,800
2127
$326K ﹤0.01%
12,741
2128
$326K ﹤0.01%
2,988
+26
2129
$326K ﹤0.01%
+2,525
2130
$325K ﹤0.01%
7,529
-241
2131
$324K ﹤0.01%
3,110
-46
2132
$324K ﹤0.01%
29,548
2133
$324K ﹤0.01%
9,878
+372
2134
$323K ﹤0.01%
2,732
-11
2135
$323K ﹤0.01%
15,493
+680
2136
$323K ﹤0.01%
36,415
+1,117
2137
$322K ﹤0.01%
11,245
+2,668
2138
$321K ﹤0.01%
14,453
2139
$319K ﹤0.01%
89,101
-63,333
2140
$319K ﹤0.01%
31,157
2141
$319K ﹤0.01%
12,830
-1,298
2142
$318K ﹤0.01%
+3,702
2143
$318K ﹤0.01%
3,578
-43
2144
$317K ﹤0.01%
+11,488
2145
$317K ﹤0.01%
10,499
+296
2146
$317K ﹤0.01%
4,985
-489
2147
$316K ﹤0.01%
3,732
-6,504
2148
$315K ﹤0.01%
6,263
+134
2149
$315K ﹤0.01%
16,729
-850
2150
$314K ﹤0.01%
7,894
-9,404
84 85
86
87 88