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
2526
– –
-21,826
2527
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-1,326
2528
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-7,651
2529
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-2,499
2530
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-18,540
2531
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0
2532
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-2,580
2533
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-16,510
2534
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-56,976
2535
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-28,080
2536
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-28,481
2537
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-10,177
2538
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-82,600
2539
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-8,065
2540
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-20,245
2541
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-22,200
2542
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-5,653
2543
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-10,474
2544
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2545
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-39,926
2546
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-9,324
2547
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-90,136
2548
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-10,212
2549
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-13,716
2550
– –
-10,447
100 101
102
103 104