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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
2551
– –
-13,380
2552
– –
-31,742
2553
– –
-2,273
2554
– –
-35,032
2555
– –
-43,432
2556
– –
-17,619
2557
– –
-25,155
2558
– –
-27,599
2559
– –
-11,928
2560
– –
-14,908
2561
– –
-15,304
2562
– –
-5,542
2563
– –
-2,740
2564
– –
-4,547
2565
– –
-4,485
2566
– –
-7,631
2567
– –
-36,700
2568
– –
-85,605
2569
– –
-288
2570
– –
-5,468
2571
– –
-5,194
2572
– –
-7,181
2573
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-5,930
2574
– –
-2,300
2575
– –
-236,888
101 102
103
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