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
326
$25.5M 0.05%
352,885
+162,231
327
$25.3M 0.05%
163,335
+7,143
328
$25.1M 0.05%
213,209
+16,149
329
$25M 0.05%
187,480
-5,578
330
$24.7M 0.05%
287,098
-30,891
331
$24.4M 0.05%
867,355
+65,250
332
$24.4M 0.05%
118,853
-17,917
333
$24.3M 0.05%
1,102,035
+83,098
334
$24.1M 0.05%
159,479
+2,111
335
$24.1M 0.05%
367,544
-518
336
$24M 0.05%
205,174
+31,709
337
$24M 0.05%
156,823
+75,523
338
$23.9M 0.05%
58,625
+2,586
339
$23.9M 0.05%
143,502
-31,631
340
$23.7M 0.05%
521,278
+205,192
341
$23.6M 0.05%
502,679
+55,109
342
$23.6M 0.05%
854,690
+87,829
343
$23.5M 0.05%
205,910
-22,116
344
$23.3M 0.04%
1,416,216
+122,620
345
$23.1M 0.04%
268,262
+31,973
346
$23M 0.04%
206,785
-2,411
347
$23M 0.04%
877,061
-828,787
348
$22.9M 0.04%
1,816,868
+90,396
349
$22.9M 0.04%
51,338
+24,280
350
$22.9M 0.04%
269,446
-2,789
12 13
14
15 16