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
2351
$214K ﹤0.01%
+8,217
2352
$214K ﹤0.01%
10,829
-532
2353
$214K ﹤0.01%
+2,771
2354
$213K ﹤0.01%
+1,164
2355
$212K ﹤0.01%
35,402
+32
2356
$212K ﹤0.01%
+5,887
2357
$211K ﹤0.01%
+1,841
2358
$211K ﹤0.01%
8,460
-2,996
2359
$211K ﹤0.01%
+6,386
2360
$210K ﹤0.01%
6,609
-4,228
2361
$210K ﹤0.01%
+4,135
2362
$209K ﹤0.01%
5,158
+17
2363
$209K ﹤0.01%
+6,488
2364
$209K ﹤0.01%
4,261
-759
2365
$208K ﹤0.01%
17,793
2366
$208K ﹤0.01%
7,832
-525
2367
$207K ﹤0.01%
+2,627
2368
$205K ﹤0.01%
+6,741
2369
$205K ﹤0.01%
11,247
-1,123
2370
$205K ﹤0.01%
15,499
-953
2371
$204K ﹤0.01%
+3,271
2372
$204K ﹤0.01%
17,507
+2,252
2373
$204K ﹤0.01%
12,663
-1,893
2374
$204K ﹤0.01%
+10,000
2375
$203K ﹤0.01%
1,934
-1,117
93 94
95
96 97