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
501
$14.2M 0.03%
541,563
-67,298
502
$14.2M 0.03%
243,100
-62,475
503
$14.1M 0.03%
332,950
+9,789
504
$14.1M 0.03%
52,934
+3,644
505
$14.1M 0.03%
336,386
+48,749
506
$14M 0.03%
300,074
+47,369
507
$13.8M 0.03%
282,772
+54,344
508
$13.7M 0.03%
263,132
+3,334
509
$13.7M 0.03%
328,427
+30,327
510
$13.7M 0.03%
461,648
-8,239
511
$13.6M 0.03%
171,055
-5,993
512
$13.6M 0.03%
131,536
-34,126
513
$13.5M 0.03%
235,568
+18,769
514
$13.5M 0.03%
112,875
+72,430
515
$13.5M 0.03%
217,010
-86,607
516
$13.4M 0.03%
88,771
+8,766
517
$13.4M 0.03%
110,743
-20,174
518
$13.3M 0.03%
70,406
-6,660
519
$13.3M 0.03%
138,255
+7,761
520
$13.3M 0.03%
142,787
-4,014
521
$13.3M 0.03%
217,446
-36,672
522
$13.2M 0.03%
276,907
-38,464
523
$13.2M 0.03%
332,409
-38,044
524
$13.1M 0.03%
209,888
-7,966
525
$13.1M 0.03%
1,767,987
19 20
21
22 23