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
351
$22.7M 0.04%
451,003
-85,983
352
$22.6M 0.04%
58,768
-2,863
353
$22.4M 0.04%
1,478,136
+129,162
354
$22.4M 0.04%
325,055
+66,192
355
$22.4M 0.04%
180,688
+74,376
356
$22.3M 0.04%
845,828
-87,136
357
$22.3M 0.04%
81,892
+16,332
358
$22.3M 0.04%
823,079
+64,284
359
$22M 0.04%
415,333
-5,490
360
$22M 0.04%
322,240
-68,797
361
$21.9M 0.04%
352,910
-27,263
362
$21.8M 0.04%
89,187
+5,400
363
$21.8M 0.04%
195,245
-3,387
364
$21.8M 0.04%
94,090
-15,708
365
$21.7M 0.04%
313,288
-13,475
366
$21.7M 0.04%
300,744
+217,801
367
$21.7M 0.04%
769,944
-65,745
368
$21.7M 0.04%
212,271
-21,645
369
$21.4M 0.04%
910,250
-595,223
370
$21.4M 0.04%
652,990
-234,482
371
$21.3M 0.04%
670,628
-53,461
372
$21.2M 0.04%
992,121
+704,814
373
$21.2M 0.04%
756,477
+155,271
374
$21M 0.04%
236,596
+166,660
375
$21M 0.04%
288,228
+38,910
13 14
15
16 17