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
101
$122M 0.23%
545,764
+10,271
102
$121M 0.23%
2,933,047
-248,404
103
$118M 0.23%
608,146
+32,847
104
$118M 0.22%
1,188,898
-136,894
105
$116M 0.22%
1,700,427
-210,613
106
$115M 0.22%
399,520
-440,075
107
$114M 0.22%
1,076,162
-64,484
108
$112M 0.21%
1,228,112
-252,676
109
$112M 0.21%
940,617
+427,058
110
$112M 0.21%
788,845
+80,467
111
$110M 0.21%
735,896
+33,624
112
$108M 0.21%
655,393
-89,447
113
$106M 0.2%
3,385,410
+508,674
114
$105M 0.2%
1,708,225
+112,302
115
$105M 0.2%
1,270,464
-6,049
116
$103M 0.2%
702,585
-73,261
117
$99.7M 0.19%
527,705
+369,173
118
$99.4M 0.19%
213,446
+20,153
119
$98.9M 0.19%
1,457,614
+141,688
120
$98.8M 0.19%
136,948
+14,174
121
$98.3M 0.19%
738,887
+25,479
122
$98.2M 0.19%
1,523,584
+96,999
123
$98.2M 0.19%
1,606,574
+573
124
$97.3M 0.19%
2,198,028
-30,240
125
$96.6M 0.18%
733,381
+356,845
3 4
5
6 7