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
551
$11.8M 0.02%
106,436
-2,322
552
$11.8M 0.02%
129,983
+6,860
553
$11.8M 0.02%
289,536
-5,640
554
$11.6M 0.02%
89,194
-10,000
555
$11.6M 0.02%
125,831
-2,092
556
$11.5M 0.02%
288,779
+14,671
557
$11.5M 0.02%
48,266
+33,242
558
$11.4M 0.02%
233,439
+34,845
559
$11.3M 0.02%
309,464
-71,687
560
$11.2M 0.02%
323,617
-3,838
561
$11.2M 0.02%
116,784
+18,196
562
$11.2M 0.02%
100,398
+7,234
563
$11.2M 0.02%
22,866
+1,997
564
$11.1M 0.02%
77,103
-33,681
565
$11M 0.02%
280,714
-19,950
566
$10.9M 0.02%
162,083
+1,316
567
$10.9M 0.02%
165,628
+9,236
568
$10.9M 0.02%
128,306
+441
569
$10.9M 0.02%
175,991
-17,070
570
$10.8M 0.02%
578,333
+527,005
571
$10.8M 0.02%
460,501
-8,939
572
$10.8M 0.02%
212,187
+96,015
573
$10.8M 0.02%
473,595
+16,584
574
$10.7M 0.02%
181,270
+9,625
575
$10.7M 0.02%
203,613
+9,407
21 22
23
24 25