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
2151
$313K ﹤0.01%
58,105
+12,737
2152
$313K ﹤0.01%
2,887
-1,927
2153
$312K ﹤0.01%
+6,338
2154
$311K ﹤0.01%
44,723
-4,400
2155
$309K ﹤0.01%
81,386
-52,192
2156
$309K ﹤0.01%
10,472
+1,440
2157
$309K ﹤0.01%
5,613
-248
2158
$309K ﹤0.01%
18,675
2159
$307K ﹤0.01%
30,258
+373
2160
$307K ﹤0.01%
27,328
+7,303
2161
$306K ﹤0.01%
24,400
2162
$305K ﹤0.01%
12,526
2163
$304K ﹤0.01%
27,832
2164
$304K ﹤0.01%
24,484
+5,193
2165
$303K ﹤0.01%
17,496
2166
$303K ﹤0.01%
8,231
+1,939
2167
$302K ﹤0.01%
1,591
2168
$301K ﹤0.01%
2,729
+539
2169
$300K ﹤0.01%
+7,137
2170
$300K ﹤0.01%
7,559
+363
2171
$300K ﹤0.01%
22,898
-1,073
2172
$300K ﹤0.01%
35,325
-3,335
2173
$299K ﹤0.01%
12,013
2174
$299K ﹤0.01%
23,088
+278
2175
$299K ﹤0.01%
6,067
85 86
87
88 89