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
1326
$1.38M ﹤0.01%
65,193
-16,313
1327
$1.38M ﹤0.01%
178,014
-7,449
1328
$1.38M ﹤0.01%
16,903
-582
1329
$1.36M ﹤0.01%
48,600
-14,496
1330
$1.36M ﹤0.01%
85,263
1331
$1.35M ﹤0.01%
12,412
+3,756
1332
$1.35M ﹤0.01%
75,751
-4,875
1333
$1.35M ﹤0.01%
98,781
+58,605
1334
$1.34M ﹤0.01%
98,935
+42,287
1335
$1.34M ﹤0.01%
46,855
+84
1336
$1.33M ﹤0.01%
50,949
-800
1337
$1.33M ﹤0.01%
72,326
-9,840
1338
$1.33M ﹤0.01%
14,119
+635
1339
$1.33M ﹤0.01%
8,937
-1,055
1340
$1.32M ﹤0.01%
139,988
-33,778
1341
$1.32M ﹤0.01%
22,270
-2,950
1342
$1.32M ﹤0.01%
60,236
-28,215
1343
$1.32M ﹤0.01%
63,230
+14,500
1344
$1.32M ﹤0.01%
16,872
-1,803
1345
$1.31M ﹤0.01%
4,662
+3,502
1346
$1.31M ﹤0.01%
19,930
+4,622
1347
$1.3M ﹤0.01%
12,016
+720
1348
$1.3M ﹤0.01%
9,346
+2,371
1349
$1.3M ﹤0.01%
21,696
+2,478
1350
$1.3M ﹤0.01%
30,181
-16,784
52 53
54
55 56