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
776
$5.5M 0.01%
41,715
+2,795
777
$5.5M 0.01%
112,119
-78,921
778
$5.46M 0.01%
361,268
+13,467
779
$5.45M 0.01%
181,387
+63,835
780
$5.44M 0.01%
75,606
-304
781
$5.43M 0.01%
123,576
-394
782
$5.41M 0.01%
117,469
+65,027
783
$5.41M 0.01%
145,256
-11,723
784
$5.38M 0.01%
84,791
+7,428
785
$5.37M 0.01%
83,390
+3,295
786
$5.36M 0.01%
106,401
+13,648
787
$5.36M 0.01%
39,185
+2,905
788
$5.3M 0.01%
88,880
+67,690
789
$5.29M 0.01%
77,725
+13,427
790
$5.29M 0.01%
232,361
+133,522
791
$5.27M 0.01%
23,694
+2,504
792
$5.25M 0.01%
26,254
-9,403
793
$5.23M 0.01%
92,858
+4,909
794
$5.22M 0.01%
122,958
-21,314
795
$5.21M 0.01%
9,774
+685
796
$5.2M 0.01%
86,389
+53,266
797
$5.2M 0.01%
123,493
+10,156
798
$5.2M 0.01%
82,349
+4,280
799
$5.18M 0.01%
325,131
-56,256
800
$5.15M 0.01%
20,955
-100
30 31
32
33 34