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
926
$3.71M 0.01%
83,512
-91,865
927
$3.69M 0.01%
9,618
+2,438
928
$3.67M 0.01%
247,770
+95,516
929
$3.66M 0.01%
56,109
+587
930
$3.66M 0.01%
42,112
-633
931
$3.65M 0.01%
26,482
-2,372
932
$3.65M 0.01%
+180,818
933
$3.63M 0.01%
49,563
+38,638
934
$3.62M 0.01%
20,073
+13,682
935
$3.61M 0.01%
96,729
-23,289
936
$3.6M 0.01%
72,084
+54
937
$3.6M 0.01%
282,471
-137,889
938
$3.59M 0.01%
84,781
+22,934
939
$3.58M 0.01%
45,244
+1,448
940
$3.58M 0.01%
111,392
+88,321
941
$3.56M 0.01%
40,290
-2,117
942
$3.54M 0.01%
25,896
+7,706
943
$3.52M 0.01%
21,800
-434
944
$3.51M 0.01%
137,341
+26,858
945
$3.5M 0.01%
237,573
+1,601
946
$3.5M 0.01%
78,887
-111,000
947
$3.5M 0.01%
10,376
+956
948
$3.5M 0.01%
82,400
-6,727
949
$3.5M 0.01%
9,548
+793
950
$3.49M 0.01%
34,837
+4,830
36 37
38
39 40