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
26
$344M 0.66%
3,548,765
-886,399
27
$342M 0.65%
3,124,338
+99,946
28
$340M 0.65%
2,676,240
+80,403
29
$323M 0.62%
2,732,796
+63,836
30
$311M 0.6%
1,717,584
+52,191
31
$302M 0.58%
880,100
+1,654
32
$302M 0.58%
6,756,657
-949,145
33
$297M 0.57%
4,331,658
-83,981
34
$286M 0.55%
1,045,245
+98,009
35
$285M 0.55%
1,342,067
-15,679
36
$283M 0.54%
1,454,430
+51,429
37
$281M 0.54%
3,182,621
+208,757
38
$279M 0.53%
5,325,619
+53,346
39
$274M 0.52%
4,415,053
+2,573,096
40
$271M 0.52%
1,950,847
-56,391
41
$270M 0.52%
5,631,667
-128,292
42
$270M 0.52%
1,971,872
+71,429
43
$270M 0.52%
768,525
-41,114
44
$264M 0.5%
3,010,980
+1,140
45
$257M 0.49%
984,347
-58,085
46
$242M 0.46%
1,435,261
-91,276
47
$239M 0.46%
1,696,295
-2,386,031
48
$238M 0.46%
1,611,056
+2,310
49
$237M 0.45%
2,087,672
-24,127
50
$233M 0.45%
918,423
-19,132
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