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
576
$10.7M 0.02%
46,941
+2,171
577
$10.6M 0.02%
74,061
-4,904
578
$10.6M 0.02%
37,452
+3,689
579
$10.6M 0.02%
212,541
-26,853
580
$10.6M 0.02%
109,965
-7,597
581
$10.6M 0.02%
67,895
+45,866
582
$10.6M 0.02%
105,149
-5,979
583
$10.6M 0.02%
45,832
+2,305
584
$10.6M 0.02%
54,702
+8,791
585
$10.5M 0.02%
314,564
-13,117
586
$10.5M 0.02%
66,391
+5,203
587
$10.5M 0.02%
307,039
+18,197
588
$10.5M 0.02%
79,587
-14,790
589
$10.5M 0.02%
151,547
-3,463
590
$10.4M 0.02%
52,207
-297
591
$10.3M 0.02%
15,626
-809
592
$10.3M 0.02%
219,170
+40,259
593
$10.3M 0.02%
86,519
+66,361
594
$10.3M 0.02%
62,591
+6,255
595
$10.2M 0.02%
26,267
-5,147
596
$10.2M 0.02%
110,756
-6,466
597
$10.1M 0.02%
126,483
-5,832
598
$10.1M 0.02%
213,939
+4,498
599
$9.95M 0.02%
304,216
+60,500
600
$9.88M 0.02%
136,659
+33,826
22 23
24
25 26