Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
+$320M
2
+$179M
3
+$167M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$159M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$95.6M

Top Sells

1
+$337M
2
+$126M
3
+$116M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$107M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$85.9M

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
226
$45M 0.09%
201,190
-22,854
227
$44.7M 0.09%
536,402
-8,323
228
$44.1M 0.08%
88,163
+35,955
229
$44M 0.08%
510,319
+65,317
230
$44M 0.08%
514,142
+34,690
231
$43.6M 0.08%
239,524
+18,688
232
$43.2M 0.08%
463,692
-24,446
233
$43M 0.08%
254,969
-10,698
234
$41.6M 0.08%
1,375,518
-42,054
235
$41M 0.08%
433,974
+22,566
236
$40.8M 0.08%
97,240
-2,956
237
$40M 0.08%
464,029
-7,047
238
$39.6M 0.08%
404,691
+406
239
$39.5M 0.08%
296,537
-74,381
240
$39.4M 0.08%
414,199
+30,852
241
$39.4M 0.08%
135,705
+28,646
242
$39.2M 0.08%
335,113
-15,265
243
$39.1M 0.07%
433,847
-22,552
244
$39.1M 0.07%
650,848
+441,740
245
$38.2M 0.07%
329,616
-16,601
246
$38.2M 0.07%
558,680
+32,607
247
$37.9M 0.07%
1,255,071
-205,336
248
$37.9M 0.07%
485,105
+304,922
249
$37.6M 0.07%
294,298
+12,328
250
$37.3M 0.07%
720,160
-4,840
8 9
10
11 12