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
1051
$2.67M 0.01%
105,330
-32,670
1052
$2.65M 0.01%
50,769
-298
1053
$2.65M 0.01%
177,983
-6,501
1054
$2.62M 0.01%
47,676
+5,316
1055
$2.61M 0.01%
213,768
+39,215
1056
$2.6M 0.01%
110,710
+32,066
1057
$2.6M 0.01%
90,044
+73,848
1058
$2.6M 0.01%
86,613
-24,757
1059
$2.58M ﹤0.01%
16,207
+539
1060
$2.57M ﹤0.01%
58,730
+1,706
1061
$2.56M ﹤0.01%
60,346
+1,306
1062
$2.56M ﹤0.01%
48,471
+14,007
1063
$2.54M ﹤0.01%
106,364
+1,813
1064
$2.53M ﹤0.01%
36,074
+4,499
1065
$2.53M ﹤0.01%
38,216
+26,186
1066
$2.53M ﹤0.01%
62,111
-18,106
1067
$2.53M ﹤0.01%
2,528
+600
1068
$2.53M ﹤0.01%
45,563
-6,842
1069
$2.52M ﹤0.01%
52,392
+11,715
1070
$2.51M ﹤0.01%
76,300
+512
1071
$2.49M ﹤0.01%
45,188
+36,856
1072
$2.49M ﹤0.01%
157,785
+9,221
1073
$2.49M ﹤0.01%
35,430
+1,930
1074
$2.49M ﹤0.01%
40,152
+8,106
1075
$2.48M ﹤0.01%
42,644
+709
41 42
43
44 45