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
176
$66.1M 0.13%
444,417
+122,104
177
$65.9M 0.13%
1,321,827
+211,426
178
$65.3M 0.12%
1,402,232
+144,558
179
$63.4M 0.12%
1,647,418
+62,118
180
$63.2M 0.12%
1,028,023
+38,988
181
$62.6M 0.12%
232,754
+26,441
182
$62M 0.12%
823,830
+20,800
183
$61.2M 0.12%
1,703,474
-128,078
184
$61M 0.12%
223,770
+16,686
185
$60.4M 0.12%
1,036,251
-53,068
186
$60.3M 0.12%
1,719,275
+96,223
187
$58.9M 0.11%
1,436,541
-51,190
188
$58.4M 0.11%
486,254
+55,784
189
$58.1M 0.11%
994,189
-1,993
190
$58.1M 0.11%
258,870
+5,859
191
$58.1M 0.11%
353,769
-16,247
192
$57.9M 0.11%
375,852
-751,357
193
$57.8M 0.11%
622,958
+32,143
194
$57.2M 0.11%
477,107
-347,199
195
$57.1M 0.11%
753,747
-92,942
196
$56.8M 0.11%
1,202,849
-862,765
197
$56.7M 0.11%
435,453
-148,116
198
$56.4M 0.11%
764,476
-73,694
199
$56.2M 0.11%
217,100
+22,801
200
$55.6M 0.11%
157,240
-21,281
6 7
8
9 10