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
1226
$1.76M ﹤0.01%
29,756
+17,389
1227
$1.75M ﹤0.01%
67,526
-1,599
1228
$1.74M ﹤0.01%
11,069
-165
1229
$1.74M ﹤0.01%
100,797
-24,753
1230
$1.74M ﹤0.01%
10,230
-2,670
1231
$1.74M ﹤0.01%
+46,452
1232
$1.74M ﹤0.01%
67,401
+7,149
1233
$1.74M ﹤0.01%
47,992
+375
1234
$1.71M ﹤0.01%
+43,535
1235
$1.71M ﹤0.01%
74,553
+28,375
1236
$1.71M ﹤0.01%
31,838
-16,805
1237
$1.71M ﹤0.01%
74,828
-3,355
1238
$1.7M ﹤0.01%
36,270
-906
1239
$1.69M ﹤0.01%
35,013
+15,835
1240
$1.69M ﹤0.01%
6,204
+393
1241
$1.69M ﹤0.01%
48,595
-791
1242
$1.69M ﹤0.01%
115,700
-34,300
1243
$1.67M ﹤0.01%
33,540
-1,554
1244
$1.67M ﹤0.01%
57,853
-15,376
1245
$1.67M ﹤0.01%
31,805
-1,714
1246
$1.66M ﹤0.01%
21,886
-2,396
1247
$1.66M ﹤0.01%
67,069
+24,052
1248
$1.66M ﹤0.01%
49,605
+5,472
1249
$1.66M ﹤0.01%
9,485
1250
$1.66M ﹤0.01%
5,205
-387
48 49
50
51 52