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
826
$4.78M 0.01%
18,863
-3,049
827
$4.78M 0.01%
158,628
+30,024
828
$4.76M 0.01%
48,917
+22,354
829
$4.72M 0.01%
49,749
-845
830
$4.72M 0.01%
137,335
+13,650
831
$4.71M 0.01%
106,343
-24,307
832
$4.67M 0.01%
54,536
-3,105
833
$4.67M 0.01%
76,078
-10,504
834
$4.63M 0.01%
186,550
-2,454
835
$4.61M 0.01%
239,051
-50,051
836
$4.61M 0.01%
91,617
+26,334
837
$4.6M 0.01%
46,208
+10,689
838
$4.59M 0.01%
50,854
+8,546
839
$4.58M 0.01%
121,799
+94,021
840
$4.57M 0.01%
90,034
+6,917
841
$4.56M 0.01%
44,145
+23,830
842
$4.56M 0.01%
47,876
+1,740
843
$4.54M 0.01%
493,487
-14,384
844
$4.52M 0.01%
25,976
-233
845
$4.51M 0.01%
132,787
-14,325
846
$4.5M 0.01%
147,140
+2,448
847
$4.5M 0.01%
33,967
+1,877
848
$4.49M 0.01%
143,447
+15,073
849
$4.47M 0.01%
19,480
-3,986
850
$4.47M 0.01%
+107,895
32 33
34
35 36