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
51
$230M 0.44%
1,965,970
+70,400
52
$224M 0.43%
965,856
+11,388
53
$221M 0.42%
2,278,166
+878,505
54
$221M 0.42%
1,128,258
+3,071
55
$212M 0.41%
7,199,511
+806,370
56
$210M 0.4%
2,483,381
+125,147
57
$207M 0.4%
1,287,264
+460,356
58
$206M 0.39%
5,691,061
+4,595,936
59
$199M 0.38%
2,909,328
-2,698
60
$198M 0.38%
2,240,710
+269,494
61
$198M 0.38%
3,197,443
-53,926
62
$197M 0.38%
612,342
+6,406
63
$195M 0.37%
5,307,527
-242,341
64
$191M 0.37%
830,727
+6,661
65
$190M 0.36%
2,462,402
+191,086
66
$189M 0.36%
905,913
+13,798
67
$185M 0.35%
2,045,888
-149,918
68
$180M 0.34%
3,088,162
+281,023
69
$179M 0.34%
2,659,095
+307,100
70
$179M 0.34%
3,715,215
+68,127
71
$178M 0.34%
1,115,861
+59,380
72
$175M 0.33%
5,764,156
+453,922
73
$175M 0.33%
489,217
+38,019
74
$174M 0.33%
1,140,820
+376,506
75
$172M 0.33%
1,712,043
+88,197
1 2
3
4 5