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
2601
– –
-2,273
2602
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-35,032
2603
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-43,432
2604
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-17,619
2605
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-6,854
2606
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-10,699
2607
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-29,859
2608
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-27,043
2609
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-21,285
2610
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-339,138
2611
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-12,420
2612
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-14,127
2613
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-264,481
2614
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-383,493
2615
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-4,547
2616
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-4,485
2617
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-7,631
2618
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-36,700
2619
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-85,605
2620
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-288
2621
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-5,468
2622
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2623
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-7,181
2624
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-5,930
2625
– –
-2,300
102 103 104
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