Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.8B
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$136M
3
+$97M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$86M
5
GPN icon
Global Payments
GPN
+$83.8M

Top Sells

1
+$72.2M
2
+$67.1M
3
+$48.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$46M
5
CERN
Cerner Corp
CERN
+$45M

Sector Composition

1 Technology 12.71%
2 Financials 9.29%
3 Healthcare 8.83%
4 Consumer Discretionary 7.48%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$365K ﹤0.01%
45,000
2177
$365K ﹤0.01%
5,103
2178
$365K ﹤0.01%
21,485
-44,015
2179
$364K ﹤0.01%
+7,241
2180
$364K ﹤0.01%
+6,932
2181
$364K ﹤0.01%
8,048
-93
2182
$363K ﹤0.01%
+4,243
2183
$362K ﹤0.01%
11,993
+4,425
2184
$362K ﹤0.01%
9,761
+157
2185
$362K ﹤0.01%
16,690
+997
2186
$359K ﹤0.01%
12,872
+456
2187
$359K ﹤0.01%
9,027
+314
2188
$359K ﹤0.01%
+16,740
2189
$359K ﹤0.01%
13,871
-5,948
2190
$359K ﹤0.01%
6,513
-6,075
2191
$358K ﹤0.01%
+4,002
2192
$358K ﹤0.01%
+5,435
2193
$356K ﹤0.01%
2,573
-359
2194
$356K ﹤0.01%
9,337
-2,888
2195
$355K ﹤0.01%
4,025
+160
2196
$355K ﹤0.01%
2,846
-12,067
2197
$354K ﹤0.01%
2,808
-400
2198
$354K ﹤0.01%
6,892
+46
2199
$352K ﹤0.01%
16,746
-3,483
2200
$352K ﹤0.01%
5,106
+648
86 87
88
89 90