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
751
$6.04M 0.01%
211,680
+22,980
752
$6M 0.01%
54,746
-9,244
753
$5.98M 0.01%
35,591
-4,530
754
$5.97M 0.01%
169,821
-21,518
755
$5.91M 0.01%
84,947
+209
756
$5.9M 0.01%
20,900
-332
757
$5.86M 0.01%
88,858
+4,944
758
$5.84M 0.01%
46,279
-2,859
759
$5.81M 0.01%
62,119
-4,515
760
$5.8M 0.01%
33,534
+1,629
761
$5.75M 0.01%
13,980
+4,435
762
$5.74M 0.01%
34,803
+4,191
763
$5.72M 0.01%
65,527
+43,261
764
$5.72M 0.01%
9,964
+210
765
$5.71M 0.01%
+127,544
766
$5.7M 0.01%
242,517
+66,560
767
$5.7M 0.01%
26,910
+146
768
$5.68M 0.01%
43,703
+34,531
769
$5.67M 0.01%
258,341
+9,945
770
$5.64M 0.01%
31,698
+20,501
771
$5.63M 0.01%
58,634
+3,480
772
$5.61M 0.01%
342,016
-11,519
773
$5.59M 0.01%
331,064
+9,005
774
$5.56M 0.01%
103,337
+7,344
775
$5.54M 0.01%
42,665
+39,782
29 30
31
32 33