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
851
$4.47M 0.01%
89,232
+8,828
852
$4.46M 0.01%
64,265
-1,885
853
$4.45M 0.01%
32,373
+200
854
$4.43M 0.01%
50,423
+2,876
855
$4.42M 0.01%
90,123
-22,479
856
$4.42M 0.01%
107,205
-140
857
$4.39M 0.01%
59,071
+4,402
858
$4.39M 0.01%
87,118
-5,810
859
$4.36M 0.01%
10,628
-9,884
860
$4.35M 0.01%
129,454
-15,215
861
$4.34M 0.01%
23,354
+1,143
862
$4.33M 0.01%
83,362
+67,633
863
$4.27M 0.01%
70,996
+34,419
864
$4.27M 0.01%
144,894
+18,321
865
$4.21M 0.01%
43,944
-594
866
$4.21M 0.01%
210,042
-80,590
867
$4.2M 0.01%
9,615
-4,412
868
$4.18M 0.01%
112,352
+7,986
869
$4.18M 0.01%
294,164
+19,194
870
$4.18M 0.01%
147,133
-186,554
871
$4.17M 0.01%
53,346
-411
872
$4.16M 0.01%
73,493
+5,600
873
$4.14M 0.01%
16,516
+57
874
$4.14M 0.01%
23,908
+4,127
875
$4.13M 0.01%
50,203
+2,904
33 34
35
36 37