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
1076
$2.48M ﹤0.01%
107,269
-4,783
1077
$2.47M ﹤0.01%
14,468
-2,851
1078
$2.46M ﹤0.01%
19,620
-767
1079
$2.45M ﹤0.01%
+72,367
1080
$2.44M ﹤0.01%
136,677
+1,588
1081
$2.44M ﹤0.01%
204,239
+173,497
1082
$2.44M ﹤0.01%
65,789
-955
1083
$2.42M ﹤0.01%
20,226
+18,038
1084
$2.42M ﹤0.01%
144,208
-4,016
1085
$2.41M ﹤0.01%
75,651
+32,766
1086
$2.41M ﹤0.01%
71,250
+23,859
1087
$2.41M ﹤0.01%
29,650
-625
1088
$2.41M ﹤0.01%
34,709
+1,227
1089
$2.39M ﹤0.01%
94,065
+49,570
1090
$2.39M ﹤0.01%
60,045
-2,325
1091
$2.38M ﹤0.01%
18,492
+1,278
1092
$2.38M ﹤0.01%
96,736
-4,100
1093
$2.38M ﹤0.01%
81,956
-1,000
1094
$2.38M ﹤0.01%
31,164
+23,213
1095
$2.38M ﹤0.01%
86,145
+5,110
1096
$2.37M ﹤0.01%
140,000
+16,000
1097
$2.37M ﹤0.01%
37,956
+1,075
1098
$2.37M ﹤0.01%
20,126
+1,834
1099
$2.36M ﹤0.01%
49,022
-15,275
1100
$2.34M ﹤0.01%
13,730
-5,426
42 43
44
45 46