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
2201
$284K ﹤0.01%
5,460
+22
2202
$284K ﹤0.01%
12,500
2203
$283K ﹤0.01%
5,787
-197
2204
$283K ﹤0.01%
8,249
+105
2205
$282K ﹤0.01%
26,462
2206
$282K ﹤0.01%
9,925
+149
2207
$281K ﹤0.01%
2,083
-1,008
2208
$281K ﹤0.01%
6,465
-812
2209
$281K ﹤0.01%
26,434
-25,946
2210
$281K ﹤0.01%
4,766
-18,660
2211
$281K ﹤0.01%
2,004
-1,090
2212
$280K ﹤0.01%
3,189
-3,357
2213
$280K ﹤0.01%
1,816
-516
2214
$280K ﹤0.01%
19,645
+1,093
2215
$280K ﹤0.01%
+6,423
2216
$278K ﹤0.01%
8,676
2217
$277K ﹤0.01%
2,655
+41
2218
$276K ﹤0.01%
3,916
-1,211
2219
$275K ﹤0.01%
+7,424
2220
$275K ﹤0.01%
16,368
2221
$275K ﹤0.01%
36,927
+14,713
2222
$275K ﹤0.01%
+3,068
2223
$275K ﹤0.01%
13,313
+144
2224
$274K ﹤0.01%
2,453
-553
2225
$274K ﹤0.01%
+13,057
87 88
89
90 91