Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
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
+$364M
2
+$171M
3
+$128M
4
BND icon
Vanguard Total Bond Market
BND
+$92M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$76.5M

Top Sells

1
+$197M
2
+$111M
3
+$110M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$87.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$80.6M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 4.99%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62.8M 0.09%
2,025,351
+6,387
202
$61.9M 0.09%
378,892
+20,650
203
$61.4M 0.09%
1,730,942
+175,378
204
$61.4M 0.09%
1,026,698
+25,644
205
$61.4M 0.09%
373,247
-1,541
206
$61.3M 0.09%
268,033
+103,487
207
$61.1M 0.09%
1,319,046
-259,277
208
$59.9M 0.09%
1,340,817
-17,798
209
$59.7M 0.09%
392,259
-31,404
210
$57.8M 0.08%
225,893
-11,508
211
$57.5M 0.08%
223,564
-93
212
$57.3M 0.08%
433,706
+3,999
213
$57.3M 0.08%
1,007,194
+115,483
214
$56.9M 0.08%
813,753
+108,262
215
$55.9M 0.08%
812,505
-3,797
216
$55.9M 0.08%
144,412
-38,960
217
$55.7M 0.08%
1,242,612
+1,194,274
218
$55.4M 0.08%
1,262,572
+27,438
219
$54.8M 0.08%
74,841
+1,811
220
$54.6M 0.08%
1,780,344
-30,999
221
$54.3M 0.08%
212,275
+5,288
222
$53.8M 0.08%
510,370
+189,765
223
$53.8M 0.08%
1,054,300
-56,208
224
$53.5M 0.08%
981,534
+72,814
225
$53.3M 0.08%
256,758
+11,322
7 8
9
10 11