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
651
$8.36M 0.02%
157,082
+9,570
652
$8.33M 0.02%
147,249
-2,026
653
$8.31M 0.02%
282,171
-52,028
654
$8.31M 0.02%
206,757
+29,986
655
$8.3M 0.02%
295,683
+203,933
656
$8.26M 0.02%
268,618
+5,606
657
$8.22M 0.02%
46,135
+8,433
658
$8.21M 0.02%
59,522
-2,691
659
$8.09M 0.02%
53,499
+12,982
660
$8.04M 0.02%
410,562
-68,650
661
$8.03M 0.02%
88,416
+2,340
662
$8.03M 0.02%
78,960
-262,993
663
$8.01M 0.02%
60,489
+38,375
664
$7.99M 0.02%
348,353
-63,630
665
$7.99M 0.02%
221,779
-36,314
666
$7.9M 0.02%
89,364
+3,348
667
$7.87M 0.02%
13,798
-586
668
$7.82M 0.02%
68,641
+11,209
669
$7.77M 0.01%
73,926
+41,645
670
$7.73M 0.01%
164,520
+62,281
671
$7.69M 0.01%
345,191
+20,276
672
$7.65M 0.01%
152,996
-53,227
673
$7.59M 0.01%
19,155
-2,299
674
$7.59M 0.01%
87,049
-7,580
675
$7.59M 0.01%
84,272
+2,047
25 26
27
28 29