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
2376
$203K ﹤0.01%
5,339
-3,603
2377
$203K ﹤0.01%
+3,454
2378
$201K ﹤0.01%
+6,895
2379
$201K ﹤0.01%
+6,843
2380
$201K ﹤0.01%
+4,170
2381
$201K ﹤0.01%
+6,204
2382
$200K ﹤0.01%
5,503
-4,080
2383
$198K ﹤0.01%
20,451
-4,018
2384
$196K ﹤0.01%
10,325
-2,244
2385
$194K ﹤0.01%
+100,000
2386
$192K ﹤0.01%
21,304
-8,070
2387
$190K ﹤0.01%
13,160
2388
$190K ﹤0.01%
11,415
-4,171
2389
$188K ﹤0.01%
10,249
-658
2390
$186K ﹤0.01%
14,281
-50,300
2391
$185K ﹤0.01%
11,960
-3,258
2392
$184K ﹤0.01%
25,761
-1,284
2393
$184K ﹤0.01%
11,272
-422
2394
$183K ﹤0.01%
12,340
-10
2395
$183K ﹤0.01%
10,319
-17
2396
$180K ﹤0.01%
10,580
-693
2397
$178K ﹤0.01%
26,143
-4,495
2398
$177K ﹤0.01%
15,000
2399
$176K ﹤0.01%
12,050
-13,705
2400
$170K ﹤0.01%
11,183
94 95
96
97 98