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
2301
$232K ﹤0.01%
+5,577
2302
$232K ﹤0.01%
+3,035
2303
$232K ﹤0.01%
2,811
+49
2304
$231K ﹤0.01%
969
+14
2305
$231K ﹤0.01%
7,262
2306
$231K ﹤0.01%
804
-43
2307
$230K ﹤0.01%
52,500
2308
$230K ﹤0.01%
+4,719
2309
$230K ﹤0.01%
24,988
+5,942
2310
$229K ﹤0.01%
11,611
+142
2311
$228K ﹤0.01%
5,283
-181
2312
$228K ﹤0.01%
22,767
-7,933
2313
$228K ﹤0.01%
11,786
-578
2314
$228K ﹤0.01%
3,702
-22
2315
$228K ﹤0.01%
4,209
-1,459
2316
$228K ﹤0.01%
+8,750
2317
$228K ﹤0.01%
12,795
-1,921
2318
$227K ﹤0.01%
10,024
+503
2319
$227K ﹤0.01%
+1,491
2320
$226K ﹤0.01%
+2,626
2321
$225K ﹤0.01%
+7,038
2322
$225K ﹤0.01%
+5,791
2323
$225K ﹤0.01%
4,856
2324
$225K ﹤0.01%
7,354
+200
2325
$225K ﹤0.01%
13,651
+15
91 92
93
94 95