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
901
$3.94M 0.01%
18,510
-3,720
902
$3.93M 0.01%
77,103
+17,619
903
$3.93M 0.01%
37,876
+1,976
904
$3.91M 0.01%
40,475
-2,330
905
$3.87M 0.01%
67,263
+17,370
906
$3.87M 0.01%
70,821
+2,234
907
$3.87M 0.01%
18,768
+1,542
908
$3.86M 0.01%
61,407
+31
909
$3.85M 0.01%
123,164
+530
910
$3.85M 0.01%
33,477
-541
911
$3.84M 0.01%
148,661
+125
912
$3.83M 0.01%
38,698
+3,137
913
$3.81M 0.01%
61,987
+2,531
914
$3.8M 0.01%
20,685
-144
915
$3.78M 0.01%
14,212
+215
916
$3.77M 0.01%
60,827
-194
917
$3.76M 0.01%
118,952
918
$3.76M 0.01%
88,587
+25,538
919
$3.75M 0.01%
240,158
+15,841
920
$3.75M 0.01%
54,328
-2,125
921
$3.75M 0.01%
43,973
+19,105
922
$3.73M 0.01%
59,928
+8,846
923
$3.73M 0.01%
38,789
+11,092
924
$3.72M 0.01%
140,835
+64,893
925
$3.72M 0.01%
7,270
+324
35 36
37
38 39