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
526
$13M 0.02%
64,546
+4,356
527
$13M 0.02%
30,191
-141
528
$13M 0.02%
180,453
-130,937
529
$13M 0.02%
231,250
+57,988
530
$13M 0.02%
281,658
-316,544
531
$12.9M 0.02%
1,199,157
+20,292
532
$12.9M 0.02%
525,774
+61,818
533
$12.9M 0.02%
301,806
-28,186
534
$12.9M 0.02%
128,946
+19,438
535
$12.9M 0.02%
140,267
-7,356
536
$12.8M 0.02%
587,316
+120,838
537
$12.8M 0.02%
161,569
-33,718
538
$12.7M 0.02%
109,076
+32,181
539
$12.7M 0.02%
217,314
-8,364
540
$12.6M 0.02%
276,677
+16,872
541
$12.6M 0.02%
621,065
+310
542
$12.5M 0.02%
93,958
-65,143
543
$12.4M 0.02%
121,890
+4,994
544
$12.3M 0.02%
68,764
-2,152
545
$12.2M 0.02%
305,521
-7,773
546
$12.1M 0.02%
44,134
+13,619
547
$12.1M 0.02%
187,964
+18,719
548
$12.1M 0.02%
447,774
-40,387
549
$12M 0.02%
54,846
+5,135
550
$11.9M 0.02%
16,660
-975
20 21
22
23 24