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
1201
$1.82M ﹤0.01%
89,963
+19,730
1202
$1.82M ﹤0.01%
+101,255
1203
$1.82M ﹤0.01%
16,689
+1,212
1204
$1.82M ﹤0.01%
69,450
+10,780
1205
$1.81M ﹤0.01%
35,394
+246
1206
$1.81M ﹤0.01%
27,253
-355
1207
$1.81M ﹤0.01%
20,724
+848
1208
$1.81M ﹤0.01%
61,128
+45,804
1209
$1.8M ﹤0.01%
87,193
-36,129
1210
$1.8M ﹤0.01%
31,098
+6,006
1211
$1.8M ﹤0.01%
26,236
+5,107
1212
$1.8M ﹤0.01%
47,533
+24,844
1213
$1.8M ﹤0.01%
57,629
+9,975
1214
$1.79M ﹤0.01%
586,670
-2,635
1215
$1.79M ﹤0.01%
17,316
+1,702
1216
$1.79M ﹤0.01%
232,074
-51,987
1217
$1.79M ﹤0.01%
94,138
+18,194
1218
$1.78M ﹤0.01%
+15,568
1219
$1.77M ﹤0.01%
15,587
-4,000
1220
$1.77M ﹤0.01%
23,845
+7,506
1221
$1.77M ﹤0.01%
26,309
+2,446
1222
$1.77M ﹤0.01%
117,046
+7,148
1223
$1.76M ﹤0.01%
74,943
+62,193
1224
$1.76M ﹤0.01%
15,221
-683
1225
$1.76M ﹤0.01%
217,922
+10,305
47 48
49
50 51