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
701
$7.13M 0.01%
126,115
-29,676
702
$7.13M 0.01%
174,153
+2,449
703
$7.13M 0.01%
41,519
+2,276
704
$7.09M 0.01%
96,958
+14,883
705
$7.07M 0.01%
104,682
-6,605
706
$7.07M 0.01%
981,889
707
$7.07M 0.01%
67,889
-1,138
708
$7.06M 0.01%
28,255
-161
709
$7.04M 0.01%
80,344
+4,451
710
$7.02M 0.01%
216,658
-32,511
711
$6.99M 0.01%
124,301
+13,284
712
$6.95M 0.01%
112,999
-24,616
713
$6.93M 0.01%
+168,015
714
$6.91M 0.01%
148,159
+88,700
715
$6.89M 0.01%
166,477
+6,799
716
$6.78M 0.01%
114,528
-7,686
717
$6.76M 0.01%
301,946
+279,835
718
$6.73M 0.01%
655,677
-32,834
719
$6.72M 0.01%
184,812
+3,878
720
$6.72M 0.01%
155,922
-9,482
721
$6.72M 0.01%
18,750
+2,143
722
$6.7M 0.01%
52,889
-1,707
723
$6.69M 0.01%
64,061
-47,888
724
$6.68M 0.01%
43,838
+1,176
725
$6.67M 0.01%
51,280
+11,776
27 28
29
30 31