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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
2601
– –
-34,363
2602
– –
-36,384
2603
– –
-15,645
2604
– –
-754,667
2605
– –
-397,540
2606
– –
-287,059
2607
– –
-20,612
2608
– –
-116,948
2609
– –
-5,974
2610
– –
-1,494
2611
– –
-150,103
2612
– –
-45,322
2613
– –
-65,251
2614
– –
-9,270
2615
– –
-8,940
2616
– –
-27,436
2617
– –
-4,866
2618
– –
-20,688
2619
– –
-21,867
2620
– –
-288,856
2621
– –
-38,661
2622
– –
-21,740
2623
– –
-6,854
2624
– –
-10,699
2625
– –
-29,859
102 103 104
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106