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
2176
$299K ﹤0.01%
20,193
+38
2177
$299K ﹤0.01%
8,411
-4,831
2178
$298K ﹤0.01%
11,007
-492
2179
$297K ﹤0.01%
10,150
-31,741
2180
$297K ﹤0.01%
9,179
-335
2181
$297K ﹤0.01%
6,170
+439
2182
$296K ﹤0.01%
16,567
-9
2183
$295K ﹤0.01%
50,000
2184
$294K ﹤0.01%
7,677
+1,214
2185
$293K ﹤0.01%
+8,228
2186
$292K ﹤0.01%
6,991
+106
2187
$292K ﹤0.01%
22,288
2188
$291K ﹤0.01%
13,417
+55
2189
$291K ﹤0.01%
+6,074
2190
$291K ﹤0.01%
2,200
-245
2191
$290K ﹤0.01%
5,083
+499
2192
$289K ﹤0.01%
+12,044
2193
$289K ﹤0.01%
19,720
-32,408
2194
$288K ﹤0.01%
+5,723
2195
$287K ﹤0.01%
3,211
-224
2196
$287K ﹤0.01%
72,159
2197
$287K ﹤0.01%
15,000
2198
$286K ﹤0.01%
+11,301
2199
$285K ﹤0.01%
5,464
-106
2200
$284K ﹤0.01%
9,146
+434
86 87
88
89 90