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
451
$16.4M 0.03%
53,661
+543
452
$16.3M 0.03%
206,102
+165,624
453
$16.3M 0.03%
455,438
+13,411
454
$16.3M 0.03%
48,155
+29,501
455
$16.3M 0.03%
1,011,006
+95,090
456
$16.2M 0.03%
610,145
+52,231
457
$16.2M 0.03%
163,871
+7,377
458
$16.2M 0.03%
298,908
+16,048
459
$16.2M 0.03%
117,875
-23,074
460
$16.2M 0.03%
295,255
+23,788
461
$16.1M 0.03%
287,108
-148,008
462
$16.1M 0.03%
350,327
-61,739
463
$16.1M 0.03%
82,935
+12,801
464
$16.1M 0.03%
654,781
-808
465
$16.1M 0.03%
73,888
+21,209
466
$16.1M 0.03%
80,342
+8,066
467
$15.9M 0.03%
222,936
+9,174
468
$15.9M 0.03%
291,120
+10,296
469
$15.9M 0.03%
44,107
+9,968
470
$15.9M 0.03%
173,378
+7,527
471
$15.8M 0.03%
453,683
-73,691
472
$15.7M 0.03%
235,074
-43,341
473
$15.7M 0.03%
46,306
+9,728
474
$15.6M 0.03%
575,477
-28,186
475
$15.6M 0.03%
600,677
+376,707
17 18
19
20 21