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
201
$55.5M 0.11%
397,638
+38,272
202
$55.2M 0.11%
893,262
+60,059
203
$55.1M 0.11%
1,267,369
-201,834
204
$54.6M 0.1%
386,110
+74,233
205
$54.5M 0.1%
256,962
-106,822
206
$54M 0.1%
250,117
+5,595
207
$54M 0.1%
490,930
+59,239
208
$53.3M 0.1%
905,824
+257,872
209
$53.1M 0.1%
439,013
-29,595
210
$52.9M 0.1%
952,796
+65,499
211
$52.4M 0.1%
1,637,988
-264,261
212
$52.2M 0.1%
702,987
+82,732
213
$50.9M 0.1%
239,748
+4,714
214
$50M 0.1%
212,544
-10,761
215
$49.7M 0.1%
456,057
+95,721
216
$49.3M 0.09%
180,478
+19,285
217
$48.9M 0.09%
319,292
-59,979
218
$48.7M 0.09%
286,653
+14,667
219
$47.8M 0.09%
600,777
+56,660
220
$47.7M 0.09%
353,407
+33,654
221
$47M 0.09%
191,898
+1,941
222
$46.4M 0.09%
705,436
+97,689
223
$46.3M 0.09%
318,805
+19,589
224
$46.1M 0.09%
263,434
-29,833
225
$45.7M 0.09%
813,131
+802,182
7 8
9
10 11