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
626
$9.09M 0.02%
210,357
-9,347
627
$9.05M 0.02%
218,580
-22,488
628
$9.04M 0.02%
179,120
+26,387
629
$8.98M 0.02%
175,701
-617
630
$8.93M 0.02%
213,047
-44,584
631
$8.85M 0.02%
44,059
+1,595
632
$8.85M 0.02%
52,081
+5,296
633
$8.84M 0.02%
136,801
-17,374
634
$8.78M 0.02%
216,909
+2,854
635
$8.74M 0.02%
66,194
+13,622
636
$8.72M 0.02%
231,256
-14,562
637
$8.7M 0.02%
284,122
-19,820
638
$8.69M 0.02%
115,559
+5,349
639
$8.63M 0.02%
205,486
+104,665
640
$8.62M 0.02%
304,318
+19,862
641
$8.52M 0.02%
157,371
-7,748
642
$8.5M 0.02%
159,260
-35,423
643
$8.47M 0.02%
43,456
-3,078
644
$8.46M 0.02%
22,715
-941
645
$8.45M 0.02%
193,800
-84,485
646
$8.44M 0.02%
138,788
+5,483
647
$8.42M 0.02%
132,166
+38,468
648
$8.39M 0.02%
+253,817
649
$8.38M 0.02%
93,305
-15,092
650
$8.37M 0.02%
46,720
-8,989
24 25
26
27 28