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
276
$33.3M 0.06%
209,179
-522,754
277
$32.8M 0.06%
231,058
-30,039
278
$32.6M 0.06%
181,941
+15,296
279
$32.3M 0.06%
93
280
$32.1M 0.06%
228,769
+10,604
281
$31.9M 0.06%
590,710
+60,250
282
$31.6M 0.06%
381,276
-21,302
283
$31.4M 0.06%
879,337
+52,138
284
$31.3M 0.06%
245,553
+41,020
285
$31.2M 0.06%
208,376
-94,375
286
$31.1M 0.06%
1,629,989
+1,477,101
287
$31M 0.06%
1,085,687
-165,208
288
$30.8M 0.06%
308,577
+66,508
289
$30.5M 0.06%
264,603
+14,452
290
$30.3M 0.06%
420,926
+160,946
291
$30.2M 0.06%
889,270
-144,557
292
$30M 0.06%
324,640
+47,720
293
$30M 0.06%
309,086
+8,557
294
$29.7M 0.06%
850,280
+14,696
295
$29.5M 0.06%
663,629
+81,113
296
$29.4M 0.06%
332,094
-738,031
297
$29.4M 0.06%
259,480
+46,570
298
$29.3M 0.06%
505,271
+190,004
299
$28.7M 0.05%
349,802
+111,216
300
$28.6M 0.05%
247,444
+15,685
10 11
12
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