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
151
$80.8M 0.15%
1,197,758
+73,591
152
$79.9M 0.15%
336,288
+142
153
$79.8M 0.15%
662,692
-15,708
154
$78.1M 0.15%
1,100,951
+107,717
155
$75.9M 0.15%
1,256,744
+291,725
156
$75.8M 0.15%
1,187,567
+7,351
157
$74.7M 0.14%
585,583
+292,318
158
$74.5M 0.14%
344,177
-4,981
159
$73.4M 0.14%
455,376
+4,640
160
$71.8M 0.14%
1,895,606
+839,815
161
$71.6M 0.14%
912,075
-94,025
162
$71.5M 0.14%
1,595,517
-1,646,391
163
$71.3M 0.14%
1,019,438
-301,522
164
$70.2M 0.13%
331,613
-7,625
165
$69.8M 0.13%
583,754
-95,288
166
$69.5M 0.13%
775,480
+77,106
167
$69.3M 0.13%
393,247
+6,190
168
$68.6M 0.13%
224,597
+9,508
169
$68.4M 0.13%
388,727
-38,893
170
$67.6M 0.13%
4,208,504
-203,328
171
$67.5M 0.13%
985,498
+205,879
172
$67.5M 0.13%
315,256
+77,784
173
$67.2M 0.13%
770,240
+72,089
174
$67.1M 0.13%
834,957
-42,252
175
$66.8M 0.13%
924,819
-28,477
5 6
7
8 9