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
1276
$1.59M ﹤0.01%
40,010
+9,995
1277
$1.59M ﹤0.01%
237,666
+105,618
1278
$1.58M ﹤0.01%
29,145
+3,041
1279
$1.58M ﹤0.01%
63,685
+5,674
1280
$1.57M ﹤0.01%
24,253
-216
1281
$1.57M ﹤0.01%
120,097
-32,847
1282
$1.57M ﹤0.01%
47,656
-22,564
1283
$1.56M ﹤0.01%
29,018
-2,414
1284
$1.56M ﹤0.01%
5,808
+378
1285
$1.56M ﹤0.01%
181,749
+19,297
1286
$1.54M ﹤0.01%
108,591
-994
1287
$1.53M ﹤0.01%
84,353
-13,541
1288
$1.53M ﹤0.01%
29,666
-661
1289
$1.52M ﹤0.01%
66,554
-17,415
1290
$1.51M ﹤0.01%
114,585
-288
1291
$1.5M ﹤0.01%
15,992
-5,536
1292
$1.5M ﹤0.01%
53,918
-9,200
1293
$1.5M ﹤0.01%
5,301
-617
1294
$1.5M ﹤0.01%
36,732
+2,444
1295
$1.49M ﹤0.01%
365
-30
1296
$1.49M ﹤0.01%
37,273
+3,467
1297
$1.49M ﹤0.01%
51,002
-301,708
1298
$1.49M ﹤0.01%
22,220
-366
1299
$1.48M ﹤0.01%
27,606
-720
1300
$1.48M ﹤0.01%
43,928
+23,404
50 51
52
53 54