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
2601
– –
-46,510
2602
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-2,482
2603
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-309,383
2604
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-6,547
2605
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2606
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2607
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2608
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-29,008
2609
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2610
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2611
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2612
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-15,850
2613
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-539,111
2614
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-9,036
2615
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-34,150
2616
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-35,042
2617
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2618
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2619
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2620
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-22,765
2621
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-26,359
2622
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-34,363
2623
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-36,384
2624
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-15,645
2625
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-754,667
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