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
726
$6.66M 0.01%
214,422
-21,942
727
$6.65M 0.01%
258,838
+3,620
728
$6.65M 0.01%
54,967
-194
729
$6.62M 0.01%
91,508
-1,010
730
$6.59M 0.01%
141,341
+1,969
731
$6.57M 0.01%
69,340
-9,548
732
$6.55M 0.01%
46,539
+864
733
$6.52M 0.01%
311,005
-5,033
734
$6.52M 0.01%
65,025
-19,125
735
$6.52M 0.01%
22,271
-1,850
736
$6.51M 0.01%
11,174
-900
737
$6.5M 0.01%
112,768
-5,506
738
$6.41M 0.01%
130,439
+30,256
739
$6.38M 0.01%
84,830
+2,063
740
$6.32M 0.01%
67,931
+2,412
741
$6.24M 0.01%
92,328
-3,539
742
$6.23M 0.01%
195,928
+7,728
743
$6.22M 0.01%
69,000
+1,353
744
$6.21M 0.01%
38,782
+6,394
745
$6.13M 0.01%
56,722
+17,022
746
$6.12M 0.01%
102,127
-9,732
747
$6.1M 0.01%
137,712
-13
748
$6.08M 0.01%
28,844
+13,978
749
$6.06M 0.01%
372,304
-21,581
750
$6.04M 0.01%
104,805
+43,860
28 29
30
31 32