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
1151
$2.08M ﹤0.01%
55,842
-4,607
1152
$2.07M ﹤0.01%
50,392
+16,891
1153
$2.07M ﹤0.01%
138,424
-18,093
1154
$2.07M ﹤0.01%
+115,000
1155
$2.05M ﹤0.01%
82,686
+98
1156
$2.05M ﹤0.01%
73,962
-5,415
1157
$2.05M ﹤0.01%
37,858
+2,800
1158
$2.05M ﹤0.01%
77,990
+141
1159
$2.02M ﹤0.01%
40,477
-2,987
1160
$2.01M ﹤0.01%
15,394
-1,881
1161
$2.01M ﹤0.01%
+35,464
1162
$2.01M ﹤0.01%
40,007
+1,927
1163
$2.01M ﹤0.01%
34,991
+3,432
1164
$2M ﹤0.01%
78,497
+5,234
1165
$1.99M ﹤0.01%
38,291
-2,678
1166
$1.99M ﹤0.01%
32,236
-5,661
1167
$1.98M ﹤0.01%
51,912
-2,632
1168
$1.96M ﹤0.01%
71,339
+8,820
1169
$1.95M ﹤0.01%
25,672
-75
1170
$1.95M ﹤0.01%
33,886
-7,052
1171
$1.95M ﹤0.01%
93,483
+5,419
1172
$1.95M ﹤0.01%
23,541
+9,720
1173
$1.95M ﹤0.01%
16,019
+3,629
1174
$1.94M ﹤0.01%
25,642
+2,197
1175
$1.94M ﹤0.01%
44,182
+5,984
45 46
47
48 49