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
676
$7.58M 0.01%
49,899
+4,385
677
$7.58M 0.01%
151,072
+11,262
678
$7.53M 0.01%
124,934
+4,655
679
$7.52M 0.01%
366,447
-70,280
680
$7.48M 0.01%
243,891
-3,707
681
$7.46M 0.01%
90,874
+3,328
682
$7.46M 0.01%
124,166
+6,601
683
$7.4M 0.01%
185,225
+70,525
684
$7.39M 0.01%
144,188
-6,158
685
$7.39M 0.01%
132,410
+26,041
686
$7.38M 0.01%
227,855
+39,005
687
$7.37M 0.01%
79,696
+2,468
688
$7.36M 0.01%
44,590
+5,486
689
$7.36M 0.01%
120,490
-2,929
690
$7.31M 0.01%
113,439
-7,558
691
$7.3M 0.01%
110,234
+63,844
692
$7.25M 0.01%
83,832
-9,236
693
$7.24M 0.01%
85,132
+612
694
$7.23M 0.01%
200,130
+32,844
695
$7.22M 0.01%
41,257
-5,236
696
$7.21M 0.01%
244,602
+43,558
697
$7.21M 0.01%
44,517
-134
698
$7.17M 0.01%
65,249
-256
699
$7.16M 0.01%
814,509
+59,895
700
$7.14M 0.01%
129,972
+3,773
26 27
28
29 30