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
2026
$358K ﹤0.01%
+16,510
2027
$357K ﹤0.01%
4,296
-1,403
2028
$356K ﹤0.01%
101,427
-10,552
2029
$356K ﹤0.01%
2,365
-46
2030
$356K ﹤0.01%
4,693
-5,495
2031
$355K ﹤0.01%
+6,778
2032
$354K ﹤0.01%
12,425
2033
$354K ﹤0.01%
512,240
-6,559
2034
$353K ﹤0.01%
31,816
-6,900
2035
$352K ﹤0.01%
3,250
2036
$350K ﹤0.01%
51,375
+4,877
2037
$350K ﹤0.01%
103,958
-2,422
2038
$350K ﹤0.01%
22,945
+10,367
2039
$350K ﹤0.01%
17,875
2040
$349K ﹤0.01%
2,551
+470
2041
$349K ﹤0.01%
+17,839
2042
$348K ﹤0.01%
16,451
+1,400
2043
$348K ﹤0.01%
+12,856
2044
$347K ﹤0.01%
7,519
2045
$347K ﹤0.01%
11,104
-1,991
2046
$347K ﹤0.01%
3,260
+28
2047
$346K ﹤0.01%
8,467
-6,305
2048
$346K ﹤0.01%
+5,950
2049
$345K ﹤0.01%
14,423
-511
2050
$345K ﹤0.01%
1,993
+121
80 81
82
83 84