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
76
$171M 0.33%
3,424,653
-105,108
77
$168M 0.32%
854,035
-27,502
78
$166M 0.32%
1,548,847
-19,397
79
$161M 0.31%
1,168,145
+102,120
80
$161M 0.31%
1,464,975
-241,390
81
$157M 0.3%
12,058,000
+327,560
82
$157M 0.3%
976,534
-5,094
83
$155M 0.3%
3,288,210
+20,735
84
$154M 0.29%
744,828
-59,499
85
$153M 0.29%
1,488,272
-88,254
86
$147M 0.28%
1,780,130
+104,915
87
$146M 0.28%
292,880
+38,058
88
$142M 0.27%
6,555,439
-207,431
89
$142M 0.27%
662,852
-17,585
90
$142M 0.27%
1,472,052
+845
91
$141M 0.27%
788,818
+126,739
92
$140M 0.27%
3,890,948
-196,218
93
$140M 0.27%
1,952,406
+118,828
94
$135M 0.26%
2,447,947
-1,941,099
95
$133M 0.25%
2,059,442
+9,744
96
$131M 0.25%
348,852
+23,943
97
$131M 0.25%
498,388
+36,329
98
$130M 0.25%
2,515,317
-88,699
99
$127M 0.24%
2,543,842
+301,503
100
$125M 0.24%
2,078,904
+1,595,542
2 3
4
5 6