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
2276
$243K ﹤0.01%
17,609
+1,638
2277
$243K ﹤0.01%
15,818
+1,283
2278
$243K ﹤0.01%
3,309
+631
2279
$241K ﹤0.01%
19,924
-704
2280
$241K ﹤0.01%
2,887
+61
2281
$240K ﹤0.01%
8,327
-318
2282
$240K ﹤0.01%
3,289
-2,765
2283
$239K ﹤0.01%
+5,453
2284
$239K ﹤0.01%
50,000
2285
$238K ﹤0.01%
20,612
-1,208
2286
$238K ﹤0.01%
3,834
-222
2287
$238K ﹤0.01%
3,743
-4,051
2288
$238K ﹤0.01%
+2,762
2289
$237K ﹤0.01%
22,879
2290
$236K ﹤0.01%
3,850
-634
2291
$236K ﹤0.01%
1,483
-20
2292
$236K ﹤0.01%
1,107
-1,520
2293
$234K ﹤0.01%
+3,007
2294
$234K ﹤0.01%
14,912
-13,306
2295
$234K ﹤0.01%
7,132
-504
2296
$233K ﹤0.01%
4,750
2297
$233K ﹤0.01%
+9,203
2298
$233K ﹤0.01%
+3,994
2299
$232K ﹤0.01%
4,982
-1,196
2300
$232K ﹤0.01%
6,456
-155
90 91
92
93 94