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
376
$20.9M 0.04%
158,869
+2,569
377
$20.9M 0.04%
230,734
+9,318
378
$20.9M 0.04%
284,019
-64,550
379
$20.8M 0.04%
408,194
+19,614
380
$20.7M 0.04%
288,870
-3,552
381
$20.6M 0.04%
746,344
-123,892
382
$20.6M 0.04%
683,520
+381,180
383
$20.4M 0.04%
217,647
-2,422
384
$20.4M 0.04%
420,023
-1,229
385
$20.4M 0.04%
236,626
-2,993
386
$20.3M 0.04%
304,103
-1,220
387
$20.3M 0.04%
1,043,390
+98,351
388
$20.3M 0.04%
36,801
+3,840
389
$20.3M 0.04%
539,549
-81,448
390
$20.2M 0.04%
373,448
+12,220
391
$20.2M 0.04%
506,273
-51,559
392
$20.1M 0.04%
1,470,318
+225,381
393
$20.1M 0.04%
229,073
+543
394
$20.1M 0.04%
96,678
-5,529
395
$20M 0.04%
477,661
+141,698
396
$19.9M 0.04%
488,411
+224,443
397
$19.8M 0.04%
167,489
+35,116
398
$19.8M 0.04%
446,766
-67,246
399
$19.7M 0.04%
367,326
-7,937
400
$19.7M 0.04%
211,125
+13,260
14 15
16
17 18