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Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
2501
– –
-19,465
2502
– –
-13,267
2503
– –
-17,633
2504
– –
-4,139
2505
– –
-8,421
2506
– –
-3,413
2507
– –
-10,000
2508
– –
-3,260
2509
$0 ﹤0.01%
+10,748
2510
– –
-11,346
2511
– –
-16,770
2512
– –
-93,766
2513
– –
-11,600
2514
– –
-21,826
2515
– –
-27,873
2516
– –
-1,326
2517
– –
-7,651
2518
– –
-2,499
2519
– –
-18,540
2520
– –
0
2521
– –
-2,580
2522
– –
-16,510
2523
– –
-56,976
2524
– –
-28,080
2525
– –
-28,481
99 100
101
102 103