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
601
$9.87M 0.02%
90,566
+7,773
602
$9.86M 0.02%
95,381
+24,983
603
$9.86M 0.02%
121,712
+33,074
604
$9.83M 0.02%
115,079
+7,770
605
$9.77M 0.02%
107,094
+5,140
606
$9.75M 0.02%
170,841
+223
607
$9.72M 0.02%
65,919
-29
608
$9.72M 0.02%
242,236
+130,519
609
$9.69M 0.02%
435,540
-2,116
610
$9.67M 0.02%
120,720
-340
611
$9.62M 0.02%
42,446
-832
612
$9.59M 0.02%
189,032
-148,256
613
$9.58M 0.02%
110,153
+6,971
614
$9.49M 0.02%
74,140
+8,666
615
$9.45M 0.02%
78,651
-15,980
616
$9.44M 0.02%
81,123
+7,750
617
$9.34M 0.02%
196,452
+125,768
618
$9.34M 0.02%
39,521
-2,794
619
$9.33M 0.02%
251,980
+1,426
620
$9.33M 0.02%
78,293
+22,675
621
$9.18M 0.02%
96,834
-4,016
622
$9.18M 0.02%
5,481
+194
623
$9.18M 0.02%
17,180
+8,068
624
$9.14M 0.02%
152,666
+18,322
625
$9.14M 0.02%
90,932
+6,020
23 24
25
26 27