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
1376
$1.2M ﹤0.01%
21,936
+596
1377
$1.2M ﹤0.01%
5,894
+84
1378
$1.2M ﹤0.01%
27,685
+1,797
1379
$1.2M ﹤0.01%
61,828
+50,438
1380
$1.2M ﹤0.01%
154,130
+11,427
1381
$1.19M ﹤0.01%
10,405
+4,745
1382
$1.19M ﹤0.01%
44,912
-462,414
1383
$1.18M ﹤0.01%
13,504
-6,828
1384
$1.18M ﹤0.01%
7,930
-94
1385
$1.18M ﹤0.01%
+35,129
1386
$1.17M ﹤0.01%
53,793
+1,129
1387
$1.17M ﹤0.01%
3,333
-639
1388
$1.16M ﹤0.01%
55,872
-15,502
1389
$1.16M ﹤0.01%
35,968
+4,867
1390
$1.16M ﹤0.01%
37,293
+3,612
1391
$1.16M ﹤0.01%
8,074
-257
1392
$1.16M ﹤0.01%
30,040
+5,537
1393
$1.15M ﹤0.01%
118,528
+2,781
1394
$1.15M ﹤0.01%
63,105
-15,125
1395
$1.15M ﹤0.01%
27,309
-718
1396
$1.15M ﹤0.01%
18,658
-199
1397
$1.15M ﹤0.01%
26,680
+194
1398
$1.14M ﹤0.01%
9,359
-192
1399
$1.14M ﹤0.01%
4,583
-383
1400
$1.14M ﹤0.01%
22,278
+7,256
54 55
56
57 58