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
1001
$3.04M 0.01%
35,168
-968
1002
$3.04M 0.01%
58,298
+1,162
1003
$3.03M 0.01%
+171,007
1004
$3.03M 0.01%
100,263
+59,517
1005
$3.03M 0.01%
93,926
-591
1006
$3.03M 0.01%
30,012
+5,419
1007
$3.02M 0.01%
38,007
+7,518
1008
$3.02M 0.01%
72,213
-4,066
1009
$3.02M 0.01%
36,927
+15,092
1010
$3.01M 0.01%
11,000
-16
1011
$3.01M 0.01%
14,445
+811
1012
$3.01M 0.01%
58,394
-18,409
1013
$3M 0.01%
86,500
1014
$3M 0.01%
121,023
-26,105
1015
$2.99M 0.01%
79,551
+48,587
1016
$2.99M 0.01%
99,264
+28,140
1017
$2.98M 0.01%
59,767
+18,034
1018
$2.96M 0.01%
100,244
+11,630
1019
$2.96M 0.01%
81,412
+57,307
1020
$2.93M 0.01%
76,343
+13,982
1021
$2.93M 0.01%
22,729
-67,289
1022
$2.9M 0.01%
55,098
-2,611
1023
$2.88M 0.01%
243,289
+155,347
1024
$2.88M 0.01%
42,832
-256
1025
$2.87M 0.01%
87,705
-244
39 40
41
42 43