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
426
$18.2M 0.03%
476,664
-50,961
427
$18.2M 0.03%
134,401
-151,984
428
$18.2M 0.03%
329,301
+38,575
429
$18.2M 0.03%
269,251
-750,173
430
$18M 0.03%
224,909
+11,047
431
$18M 0.03%
133,225
-2,154
432
$17.7M 0.03%
100,736
+4,242
433
$17.6M 0.03%
83,528
+9,393
434
$17.6M 0.03%
211,962
-53,859
435
$17.6M 0.03%
62,138
-37,723
436
$17.6M 0.03%
371,578
+23,872
437
$17.3M 0.03%
429,056
-75,087
438
$17.2M 0.03%
158,585
+5,720
439
$17.2M 0.03%
63,016
+7,305
440
$17.1M 0.03%
454,947
-33,472
441
$17M 0.03%
294,945
-16,107
442
$17M 0.03%
157,640
-36,342
443
$17M 0.03%
1,741,216
-376,627
444
$17M 0.03%
214,733
-18,370
445
$16.9M 0.03%
230,703
-2,916
446
$16.8M 0.03%
143,914
-22,603
447
$16.8M 0.03%
311,826
+5,315
448
$16.5M 0.03%
67,356
-8,220
449
$16.5M 0.03%
103,717
-5,411
450
$16.4M 0.03%
114,032
+55,050
16 17
18
19 20