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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
2526
– –
-10,177
2527
– –
-29,075
2528
– –
-82,600
2529
– –
-8,065
2530
– –
-20,245
2531
– –
-22,200
2532
– –
-5,653
2533
– –
-10,474
2534
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-13,205
2535
– –
-39,926
2536
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-9,324
2537
– –
-90,136
2538
– –
-10,212
2539
– –
-13,716
2540
– –
-10,447
2541
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-104,806
2542
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-57,147
2543
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-51,950
2544
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-8,235
2545
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-10,145
2546
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-10,450
2547
– –
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2548
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-16,327
2549
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-34,000
2550
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-27,454
100 101
102
103 104