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
126
$96.4M 0.18%
433,410
-52,001
127
$96.4M 0.18%
253,717
-31,897
128
$96M 0.18%
369,739
+8,793
129
$95.2M 0.18%
406,321
-10,109
130
$93.7M 0.18%
928,498
-399,871
131
$91.3M 0.17%
423,742
+82,817
132
$90.7M 0.17%
389,532
+31,103
133
$89.1M 0.17%
1,030,922
+15,753
134
$88.3M 0.17%
841,249
-21,917
135
$87.8M 0.17%
771,310
+84,325
136
$87.1M 0.17%
419,522
-64,725
137
$86.8M 0.17%
934,899
-48,320
138
$86.7M 0.17%
2,240,256
+137,543
139
$85.5M 0.16%
933,507
-63,575
140
$85.2M 0.16%
914,497
+2,379
141
$84.8M 0.16%
1,937,390
+72,490
142
$84.7M 0.16%
1,367,244
-225,096
143
$84.3M 0.16%
892,236
+54,765
144
$84.2M 0.16%
1,342,208
-508,697
145
$83M 0.16%
1,564,513
-53,827
146
$82.4M 0.16%
703,329
+54,834
147
$82M 0.16%
268,263
+25,470
148
$82M 0.16%
230,999
+15,612
149
$81.1M 0.16%
459,330
+14,339
150
$81M 0.16%
1,112,787
-130,900
4 5
6
7 8