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
1301
$1.48M ﹤0.01%
71,931
+8,696
1302
$1.47M ﹤0.01%
11,058
+337
1303
$1.47M ﹤0.01%
184,281
-52,459
1304
$1.47M ﹤0.01%
5,777
+8
1305
$1.47M ﹤0.01%
140,355
-2,000
1306
$1.47M ﹤0.01%
36,593
+7
1307
$1.47M ﹤0.01%
49,613
+14,785
1308
$1.47M ﹤0.01%
40,140
-6,139
1309
$1.46M ﹤0.01%
24,464
-1,423
1310
$1.46M ﹤0.01%
25,004
-900
1311
$1.46M ﹤0.01%
72,456
+42,236
1312
$1.45M ﹤0.01%
147,851
-752
1313
$1.44M ﹤0.01%
30,107
-1,812
1314
$1.44M ﹤0.01%
18,443
+4,131
1315
$1.43M ﹤0.01%
94,012
+12,072
1316
$1.43M ﹤0.01%
29,405
+7,256
1317
$1.42M ﹤0.01%
13,030
-46
1318
$1.42M ﹤0.01%
220,176
+29,448
1319
$1.41M ﹤0.01%
51,241
+2,818
1320
$1.41M ﹤0.01%
12,411
+897
1321
$1.4M ﹤0.01%
+23,109
1322
$1.4M ﹤0.01%
30,982
-388
1323
$1.39M ﹤0.01%
+18,510
1324
$1.39M ﹤0.01%
5,736
+4,365
1325
$1.38M ﹤0.01%
61,447
-8,322
51 52
53
54 55