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
1351
$1.3M ﹤0.01%
22,370
-1,425
1352
$1.3M ﹤0.01%
24,395
-297
1353
$1.3M ﹤0.01%
50,800
1354
$1.29M ﹤0.01%
17,872
-2,620
1355
$1.27M ﹤0.01%
34,260
+4,754
1356
$1.27M ﹤0.01%
79,747
+22,097
1357
$1.26M ﹤0.01%
13,230
1358
$1.26M ﹤0.01%
28,590
-8,650
1359
$1.26M ﹤0.01%
63,411
+17,772
1360
$1.25M ﹤0.01%
31,346
+9,047
1361
$1.25M ﹤0.01%
17,044
-485
1362
$1.24M ﹤0.01%
39,451
+5,225
1363
$1.24M ﹤0.01%
38,904
-110,520
1364
$1.24M ﹤0.01%
19,741
-2,834
1365
$1.24M ﹤0.01%
43,480
+524
1366
$1.24M ﹤0.01%
+10,887
1367
$1.23M ﹤0.01%
16,589
-13,074
1368
$1.23M ﹤0.01%
+90,924
1369
$1.23M ﹤0.01%
32,372
-5,465
1370
$1.22M ﹤0.01%
47,034
+4,663
1371
$1.22M ﹤0.01%
12,331
-337
1372
$1.21M ﹤0.01%
7,854
-269
1373
$1.21M ﹤0.01%
82,370
+6,350
1374
$1.21M ﹤0.01%
18,344
-17,138
1375
$1.21M ﹤0.01%
96,348
-11,355
53 54
55
56 57