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
$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
2551
– –
-57,147
2552
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-51,950
2553
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-8,235
2554
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-10,145
2555
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-5,930
2556
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-10,450
2557
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-12,215
2558
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-16,327
2559
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-34,000
2560
– –
-27,454
2561
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-31,742
2562
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-2,273
2563
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-35,032
2564
– –
-43,432
2565
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-17,619
2566
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-6,854
2567
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-10,699
2568
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-29,859
2569
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-27,043
2570
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-21,285
2571
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-339,138
2572
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-12,420
2573
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-14,127
2574
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-264,481
2575
– –
-383,493
101 102
103
104 105