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
401
$19.6M 0.04%
94,284
+18,400
402
$19.5M 0.04%
317,194
+3,441
403
$19.4M 0.04%
486,174
+41,615
404
$19.3M 0.04%
465,128
+217,958
405
$19.3M 0.04%
329,452
-35,502
406
$19.3M 0.04%
208,313
-3,237
407
$19.3M 0.04%
8,646
+228
408
$19.2M 0.04%
77,097
-18,096
409
$19.2M 0.04%
384,836
+656
410
$19.1M 0.04%
71,541
+4,898
411
$19.1M 0.04%
1,075,951
-210,139
412
$19.1M 0.04%
195,900
+35,234
413
$19.1M 0.04%
453,712
-73,581
414
$19.1M 0.04%
260,025
-11,200
415
$18.9M 0.04%
105,776
-18,416
416
$18.9M 0.04%
54,277
+7,855
417
$18.9M 0.04%
120,855
+7,791
418
$18.8M 0.04%
92,122
+3,705
419
$18.8M 0.04%
16,464
+9,877
420
$18.8M 0.04%
737,691
+56,699
421
$18.7M 0.04%
607,688
-15,560
422
$18.7M 0.04%
352,279
+19,560
423
$18.4M 0.04%
135,400
+5,971
424
$18.4M 0.04%
682,781
-126,258
425
$18.3M 0.04%
104,768
-28,653
15 16
17
18 19