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
1026
$2.86M 0.01%
14,330
+176
1027
$2.85M 0.01%
10,208
-796
1028
$2.85M 0.01%
37,022
-583
1029
$2.83M 0.01%
13,089
-6,996
1030
$2.82M 0.01%
115,528
+13,128
1031
$2.81M 0.01%
225,632
+168,944
1032
$2.8M 0.01%
18,781
+4,389
1033
$2.79M 0.01%
34,106
-436
1034
$2.78M 0.01%
63,153
-3,934
1035
$2.78M 0.01%
67,427
+14,049
1036
$2.77M 0.01%
43,778
-986
1037
$2.77M 0.01%
33,332
-3,526
1038
$2.77M 0.01%
121,658
+18,220
1039
$2.76M 0.01%
39,505
+1,850
1040
$2.76M 0.01%
11,988
+1,035
1041
$2.71M 0.01%
34,456
-617
1042
$2.71M 0.01%
594,452
+27,635
1043
$2.7M 0.01%
15,753
+6,955
1044
$2.69M 0.01%
96,154
-15,311
1045
$2.69M 0.01%
28,542
-596
1046
$2.68M 0.01%
4,336
+384
1047
$2.68M 0.01%
161,586
-17,596
1048
$2.68M 0.01%
20,008
-9,221
1049
$2.67M 0.01%
83,824
+7,062
1050
$2.67M 0.01%
38,609
+2,352
40 41
42
43 44