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
2426
$132K ﹤0.01%
11,814
2427
$132K ﹤0.01%
10,636
-1,806
2428
$132K ﹤0.01%
27,596
-35,023
2429
$131K ﹤0.01%
38,073
-1,912
2430
$130K ﹤0.01%
11,993
-9,017
2431
$129K ﹤0.01%
22,520
-2,471
2432
$129K ﹤0.01%
18,665
+793
2433
$123K ﹤0.01%
16,824
-3,194
2434
$123K ﹤0.01%
+11,230
2435
$121K ﹤0.01%
40,000
2436
$121K ﹤0.01%
18,407
+365
2437
$120K ﹤0.01%
20,567
-75
2438
$117K ﹤0.01%
12,210
2439
$110K ﹤0.01%
19,135
+13
2440
$108K ﹤0.01%
15,563
-5,173
2441
$107K ﹤0.01%
40,056
-160
2442
$104K ﹤0.01%
16,430
+600
2443
$103K ﹤0.01%
10,095
-20,329
2444
$103K ﹤0.01%
18,556
2445
$102K ﹤0.01%
13,085
2446
$102K ﹤0.01%
10,138
-2,326
2447
$101K ﹤0.01%
22,071
-500
2448
$92K ﹤0.01%
+13,253
2449
$90.5K ﹤0.01%
16,286
+84
2450
$89.9K ﹤0.01%
10,352
+7
96 97
98
99 100