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
2176
$280K ﹤0.01%
20,475
+3,950
2177
$280K ﹤0.01%
2,430
-1,687
2178
$279K ﹤0.01%
+6,177
2179
$279K ﹤0.01%
+7,125
2180
$279K ﹤0.01%
+2,711
2181
$279K ﹤0.01%
12,620
+156
2182
$278K ﹤0.01%
21,047
-24,392
2183
$278K ﹤0.01%
868
+262
2184
$278K ﹤0.01%
18,637
-48,656
2185
$277K ﹤0.01%
9,738
-15,944
2186
$277K ﹤0.01%
19,445
-235
2187
$276K ﹤0.01%
4,719
2188
$275K ﹤0.01%
+7,090
2189
$275K ﹤0.01%
4,198
+470
2190
$275K ﹤0.01%
4,001
2191
$275K ﹤0.01%
7,183
-72
2192
$273K ﹤0.01%
15,910
2193
$272K ﹤0.01%
+1,550
2194
$272K ﹤0.01%
6,777
-5,840
2195
$272K ﹤0.01%
5,095
-397
2196
$272K ﹤0.01%
5,140
-1,981
2197
$271K ﹤0.01%
+6,576
2198
$271K ﹤0.01%
8,043
-207
2199
$270K ﹤0.01%
4,450
-31
2200
$269K ﹤0.01%
+4,286
86 87
88
89 90