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
2001
$373K ﹤0.01%
14,041
-104
2002
$373K ﹤0.01%
11,951
-1,618
2003
$372K ﹤0.01%
5,998
+482
2004
$371K ﹤0.01%
5,681
-254
2005
$371K ﹤0.01%
+3,590
2006
$370K ﹤0.01%
6,639
+513
2007
$368K ﹤0.01%
3,783
+446
2008
$368K ﹤0.01%
4,860
+205
2009
$367K ﹤0.01%
+24,210
2010
$367K ﹤0.01%
19,309
+3,203
2011
$366K ﹤0.01%
22,743
+414
2012
$363K ﹤0.01%
84,957
-69,915
2013
$361K ﹤0.01%
21,210
-460
2014
$360K ﹤0.01%
50,000
2015
$360K ﹤0.01%
6,956
+234
2016
$360K ﹤0.01%
10,864
+92
2017
$360K ﹤0.01%
24,598
-2,124
2018
$360K ﹤0.01%
36,468
-3,882
2019
$359K ﹤0.01%
+45,000
2020
$359K ﹤0.01%
23,882
-37,978
2021
$359K ﹤0.01%
+13,766
2022
$359K ﹤0.01%
+2,022
2023
$358K ﹤0.01%
+12,497
2024
$358K ﹤0.01%
6,424
-1,284
2025
$358K ﹤0.01%
19,281
-902
79 80
81
82 83