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
1101
$2.34M ﹤0.01%
27,498
+17,384
1102
$2.33M ﹤0.01%
30,046
+4,150
1103
$2.32M ﹤0.01%
45,015
+11,009
1104
$2.32M ﹤0.01%
23,656
+109
1105
$2.32M ﹤0.01%
10,971
-1,415
1106
$2.32M ﹤0.01%
12,647
-2,114
1107
$2.31M ﹤0.01%
116,903
-2,387
1108
$2.31M ﹤0.01%
21,065
-2,672
1109
$2.3M ﹤0.01%
15,690
+11,828
1110
$2.3M ﹤0.01%
29,184
+7,236
1111
$2.3M ﹤0.01%
24,656
-4,417
1112
$2.29M ﹤0.01%
21,192
-14,944
1113
$2.28M ﹤0.01%
42,726
+13,358
1114
$2.28M ﹤0.01%
28,740
-4,000
1115
$2.28M ﹤0.01%
23,441
+851
1116
$2.27M ﹤0.01%
5,713
+1,213
1117
$2.27M ﹤0.01%
63,407
+12,343
1118
$2.26M ﹤0.01%
31,889
+1,750
1119
$2.26M ﹤0.01%
96,335
+4,640
1120
$2.25M ﹤0.01%
18,324
+720
1121
$2.23M ﹤0.01%
40,845
+9,158
1122
$2.23M ﹤0.01%
16,829
+1,105
1123
$2.23M ﹤0.01%
60,553
+2,825
1124
$2.22M ﹤0.01%
46,218
+13,027
1125
$2.22M ﹤0.01%
60,263
-5,310
43 44
45
46 47