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
2226
$274K ﹤0.01%
+11,064
2227
$272K ﹤0.01%
4,530
-73
2228
$272K ﹤0.01%
18,568
-16,127
2229
$271K ﹤0.01%
2,590
+52
2230
$271K ﹤0.01%
3,127
-234
2231
$271K ﹤0.01%
3,823
-18
2232
$270K ﹤0.01%
+8,234
2233
$269K ﹤0.01%
92,204
+519
2234
$269K ﹤0.01%
2,935
-33
2235
$268K ﹤0.01%
15,820
-4,092
2236
$268K ﹤0.01%
12,660
-3,061
2237
$267K ﹤0.01%
6,243
-434
2238
$267K ﹤0.01%
19,429
+2,600
2239
$267K ﹤0.01%
9,000
-1,000
2240
$266K ﹤0.01%
30,646
-1,034
2241
$266K ﹤0.01%
51,351
+29,922
2242
$265K ﹤0.01%
4,824
-68
2243
$265K ﹤0.01%
+6,449
2244
$264K ﹤0.01%
5,860
+3
2245
$263K ﹤0.01%
+5,725
2246
$263K ﹤0.01%
12,692
+3
2247
$263K ﹤0.01%
5,514
-27
2248
$261K ﹤0.01%
10,015
-96
2249
$260K ﹤0.01%
+5,073
2250
$260K ﹤0.01%
+1,933
88 89
90
91 92