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
476
$15.6M 0.03%
462,927
+14,010
477
$15.6M 0.03%
291,795
+52,220
478
$15.6M 0.03%
61,234
+12,226
479
$15.5M 0.03%
1,014,654
-655,643
480
$15.4M 0.03%
236,886
+42,661
481
$15.3M 0.03%
423,272
+32,717
482
$15.3M 0.03%
196,658
+141,245
483
$15.3M 0.03%
244,204
-62,259
484
$15.2M 0.03%
439,122
-103,782
485
$15.2M 0.03%
512,495
+377,180
486
$15.2M 0.03%
53,022
+21,061
487
$15.2M 0.03%
244,088
-45,234
488
$15.2M 0.03%
570,110
-30,570
489
$15.2M 0.03%
124,541
+8,641
490
$15.1M 0.03%
212,800
+6,690
491
$15.1M 0.03%
272,514
-112,291
492
$14.8M 0.03%
396,977
-52,994
493
$14.7M 0.03%
40,460
+2,469
494
$14.7M 0.03%
288,767
-19,639
495
$14.6M 0.03%
668,878
-53,905
496
$14.5M 0.03%
68,095
+720
497
$14.4M 0.03%
139,923
+5,267
498
$14.3M 0.03%
173,958
-2,680
499
$14.3M 0.03%
71,781
+8,297
500
$14.3M 0.03%
130,925
+54,201
18 19
20
21 22