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
1251
$1.66M ﹤0.01%
47,382
-813
1252
$1.66M ﹤0.01%
4,373
-4,454
1253
$1.65M ﹤0.01%
36,155
-210
1254
$1.65M ﹤0.01%
32,244
+24,972
1255
$1.64M ﹤0.01%
15,742
+8,542
1256
$1.63M ﹤0.01%
368,344
-60,032
1257
$1.63M ﹤0.01%
7,157
-97
1258
$1.63M ﹤0.01%
27,913
+16,670
1259
$1.63M ﹤0.01%
+51,460
1260
$1.62M ﹤0.01%
21,186
-111
1261
$1.62M ﹤0.01%
+50,045
1262
$1.62M ﹤0.01%
85,523
-19,697
1263
$1.61M ﹤0.01%
21,976
+713
1264
$1.6M ﹤0.01%
56,945
+3,923
1265
$1.6M ﹤0.01%
24,948
-1,654
1266
$1.6M ﹤0.01%
10,400
+5,087
1267
$1.6M ﹤0.01%
100,383
+6,079
1268
$1.6M ﹤0.01%
38,402
1269
$1.6M ﹤0.01%
37,879
-4,805
1270
$1.6M ﹤0.01%
29,543
-3,036
1271
$1.6M ﹤0.01%
16,239
+1,532
1272
$1.6M ﹤0.01%
44,289
-1,065
1273
$1.59M ﹤0.01%
29,820
-1,173
1274
$1.59M ﹤0.01%
68,171
-6,030
1275
$1.59M ﹤0.01%
+19,310
49 50
51
52 53