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
2326
$224K ﹤0.01%
6,661
-2,217
2327
$224K ﹤0.01%
+3,331
2328
$224K ﹤0.01%
15,806
+5,697
2329
$224K ﹤0.01%
1,237
-183
2330
$222K ﹤0.01%
3,728
-326
2331
$222K ﹤0.01%
+5,898
2332
$221K ﹤0.01%
+10,527
2333
$221K ﹤0.01%
3,921
-200
2334
$220K ﹤0.01%
7,426
+556
2335
$220K ﹤0.01%
8,339
2336
$219K ﹤0.01%
+2,732
2337
$218K ﹤0.01%
30,074
+669
2338
$218K ﹤0.01%
5,284
-85
2339
$218K ﹤0.01%
+1,200
2340
$216K ﹤0.01%
+19,501
2341
$216K ﹤0.01%
3,082
-112
2342
$216K ﹤0.01%
4,153
-507
2343
$215K ﹤0.01%
4,586
-1,772
2344
$215K ﹤0.01%
2,508
-193
2345
$215K ﹤0.01%
+4,035
2346
$215K ﹤0.01%
+10,430
2347
$215K ﹤0.01%
+7,250
2348
$214K ﹤0.01%
+7,501
2349
$214K ﹤0.01%
24,737
-700
2350
$214K ﹤0.01%
4,400
-5,176
92 93
94
95 96