Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.2B
AUM Growth
+$6.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,654
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$170M
3
+$164M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$158M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$89.9M

Top Sells

1
+$323M
2
+$112M
3
+$107M
4
CB icon
Chubb
CB
+$105M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$79.9M

Sector Composition

1 Technology 12.56%
2 Healthcare 9.54%
3 Financials 8.55%
4 Consumer Discretionary 7.81%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$45K ﹤0.01%
11,750
2477
$39K ﹤0.01%
16,527
2478
$36K ﹤0.01%
14,241
-224
2479
$32K ﹤0.01%
11,370
-1,902
2480
$29K ﹤0.01%
1,079
+79
2481
$24K ﹤0.01%
10,000
2482
$16K ﹤0.01%
10,000
2483
$9K ﹤0.01%
500
2484
$7K ﹤0.01%
15,000
2485
$6K ﹤0.01%
1,342
2486
– –
-11,888
2487
– –
-14,830
2488
– –
-5,656
2489
– –
-5,643
2490
– –
-13,380
2491
– –
-31,742
2492
– –
-4,824
2493
– –
-49,086
2494
– –
-20,594
2495
– –
-20,050
2496
– –
-8,236
2497
– –
-19,465
2498
– –
-21,867
2499
– –
-288,856
2500
– –
-38,661
98 99
100
101 102