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
801
$5.14M 0.01%
43,405
+2,276
802
$5.12M 0.01%
49,039
+17,927
803
$5.12M 0.01%
247,643
+118,654
804
$5.11M 0.01%
137,631
-5,619
805
$5.1M 0.01%
16,214
+2,019
806
$5.09M 0.01%
59,778
+17,898
807
$5.09M 0.01%
211,772
+29,852
808
$5.07M 0.01%
32,322
+5,895
809
$5.07M 0.01%
65,511
-4,815
810
$5.04M 0.01%
19,285
-304
811
$5.03M 0.01%
42,960
+16,009
812
$5.01M 0.01%
287,637
-4,304
813
$4.99M 0.01%
123,341
-26,197
814
$4.99M 0.01%
102,454
-195,779
815
$4.96M 0.01%
39,628
+8,545
816
$4.94M 0.01%
419,992
+60,353
817
$4.93M 0.01%
21,087
+8,820
818
$4.92M 0.01%
165,667
+61,535
819
$4.91M 0.01%
35,864
+6,590
820
$4.89M 0.01%
83,704
+18,605
821
$4.88M 0.01%
146,529
-8,440
822
$4.87M 0.01%
307,872
-150,251
823
$4.87M 0.01%
60,598
-1,022
824
$4.81M 0.01%
330,025
-32,011
825
$4.8M 0.01%
113,877
-7,884
31 32
33
34 35