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
301
$28.5M 0.05%
1,259,915
+12,737
302
$28.5M 0.05%
412,506
-45,798
303
$28.4M 0.05%
2,291,970
-286,109
304
$28.2M 0.05%
1,133,653
+70,951
305
$28.1M 0.05%
658,712
-22,560
306
$28M 0.05%
106,344
-229
307
$27.7M 0.05%
647,032
-31,661
308
$27.6M 0.05%
194,387
+2,506
309
$27.5M 0.05%
195,024
-22,131
310
$27.4M 0.05%
173,714
+12,566
311
$27.3M 0.05%
114,015
+9,028
312
$27.3M 0.05%
447,414
+10,467
313
$27.1M 0.05%
196,097
+9,847
314
$26.9M 0.05%
169,683
+166,032
315
$26.9M 0.05%
509,181
-85,333
316
$26.7M 0.05%
476,611
+163,621
317
$26.7M 0.05%
319,429
-47,452
318
$26.6M 0.05%
709,107
-39,193
319
$26.4M 0.05%
603,452
-36,667
320
$26.3M 0.05%
949,050
+414,450
321
$26.2M 0.05%
322,677
-33,317
322
$26.2M 0.05%
359,946
-119,965
323
$26.1M 0.05%
22,049
+14,842
324
$26.1M 0.05%
485,467
+60,168
325
$26M 0.05%
300,248
+21,526
11 12
13
14 15