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
1126
$2.22M ﹤0.01%
92,276
+713
1127
$2.22M ﹤0.01%
+44,589
1128
$2.21M ﹤0.01%
25,371
-3,575
1129
$2.21M ﹤0.01%
47,510
+35,379
1130
$2.2M ﹤0.01%
226,349
-25,400
1131
$2.19M ﹤0.01%
92,325
-22,237
1132
$2.19M ﹤0.01%
242,703
-5,627
1133
$2.18M ﹤0.01%
45,818
+30,288
1134
$2.18M ﹤0.01%
5,552
-169
1135
$2.17M ﹤0.01%
162,067
+14,573
1136
$2.17M ﹤0.01%
46,041
+6,889
1137
$2.15M ﹤0.01%
132,916
+13,909
1138
$2.15M ﹤0.01%
15,288
-364
1139
$2.14M ﹤0.01%
28,255
+222
1140
$2.14M ﹤0.01%
39,804
+1,332
1141
$2.14M ﹤0.01%
42,887
-3,198
1142
$2.13M ﹤0.01%
30,682
-14,407
1143
$2.13M ﹤0.01%
9,778
+2,288
1144
$2.12M ﹤0.01%
24,421
+5,194
1145
$2.12M ﹤0.01%
67,776
-12,378
1146
$2.1M ﹤0.01%
27,261
-199
1147
$2.09M ﹤0.01%
15,534
+284
1148
$2.09M ﹤0.01%
+64,635
1149
$2.08M ﹤0.01%
56,052
-10,857
1150
$2.08M ﹤0.01%
42,077
-1,357
44 45
46
47 48