Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$2.04B 3.89%
5,423,430
+476,200
2
$1.27B 2.43%
3,399,911
+16,113
3
$1.2B 2.29%
9,023,233
-109,858
4
$1.17B 2.24%
5,261,289
-93,883
5
$1.13B 2.15%
20,542,406
-109,885
6
$798M 1.53%
36,858,955
-1,710,370
7
$672M 1.28%
24,663,313
-1,610,271
8
$598M 1.14%
3,669,140
+150,860
9
$555M 1.06%
2,088,174
+47,586
10
$525M 1%
3,333,561
+197,189
11
$521M 1%
2,158,878
+17,918
12
$479M 0.92%
4,023,033
+2,690,403
13
$422M 0.81%
4,814,500
+12,100
14
$387M 0.74%
4,960,156
+119,042
15
$381M 0.73%
5,225,647
-98,107
16
$378M 0.72%
1,204,229
+60,578
17
$376M 0.72%
3,507,887
+30,400
18
$372M 0.71%
1,700,503
+65,065
19
$368M 0.7%
5,326,100
-689,546
20
$360M 0.69%
7,833,805
-3,565
21
$354M 0.68%
6,024,626
-33,803
22
$353M 0.67%
5,685,508
+580,651
23
$350M 0.67%
3,811,527
+936,698
24
$350M 0.67%
2,692,068
+238,556
25
$349M 0.67%
2,353,018
+9,458
1
2 3 4 5