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
2251
$259K ﹤0.01%
1,904
-46
2252
$257K ﹤0.01%
+10,240
2253
$257K ﹤0.01%
+6,262
2254
$256K ﹤0.01%
7,332
-468
2255
$256K ﹤0.01%
+1,777
2256
$256K ﹤0.01%
+8,195
2257
$255K ﹤0.01%
350,000
-240,000
2258
$255K ﹤0.01%
6,175
-3,391
2259
$254K ﹤0.01%
6,569
-73
2260
$253K ﹤0.01%
7,019
-214
2261
$253K ﹤0.01%
+4,292
2262
$253K ﹤0.01%
3,771
-75
2263
$252K ﹤0.01%
+5,811
2264
$250K ﹤0.01%
3,787
+90
2265
$249K ﹤0.01%
10,000
2266
$248K ﹤0.01%
3,674
-281
2267
$248K ﹤0.01%
3,086
-303
2268
$248K ﹤0.01%
250,000
2269
$247K ﹤0.01%
1,770
-150
2270
$247K ﹤0.01%
2,171
-277
2271
$246K ﹤0.01%
13,444
-3,252
2272
$246K ﹤0.01%
10,043
-4,008
2273
$246K ﹤0.01%
25,000
+15,000
2274
$245K ﹤0.01%
17,549
+2,960
2275
$244K ﹤0.01%
+15,729
89 90
91
92 93