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
251
$36.8M 0.07%
2,425,698
-506,772
252
$36.7M 0.07%
366,133
-63,597
253
$36.6M 0.07%
439,796
-10,713
254
$36.6M 0.07%
1,811,625
-75,826
255
$36.5M 0.07%
773,320
+198,110
256
$36.4M 0.07%
725,342
-76,451
257
$35.9M 0.07%
74,364
+7,761
258
$35.9M 0.07%
292,498
+80,397
259
$35.9M 0.07%
324,438
-123,893
260
$35.8M 0.07%
247,334
-33,135
261
$35.8M 0.07%
287,732
+67,527
262
$35.7M 0.07%
501,785
+80,223
263
$35.6M 0.07%
15,977
+39
264
$35.6M 0.07%
768,996
+25,926
265
$34.9M 0.07%
106,275
+13,870
266
$34.7M 0.07%
142,226
+16,548
267
$34.6M 0.07%
809,732
+421,621
268
$34.6M 0.07%
1,499,370
-254,450
269
$34.5M 0.07%
669,594
+39,601
270
$34.4M 0.07%
207,616
+9,974
271
$34.3M 0.07%
103,265
+2,734
272
$34.3M 0.07%
1,024,897
-64,900
273
$34.1M 0.07%
196,288
-33,991
274
$33.8M 0.06%
185,638
+15,060
275
$33.4M 0.06%
32,337
+4,694
9 10
11
12 13