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
1401
$1.12M ﹤0.01%
40,275
1402
$1.12M ﹤0.01%
64,841
+1,274
1403
$1.12M ﹤0.01%
13,602
+6,300
1404
$1.12M ﹤0.01%
30,119
1405
$1.12M ﹤0.01%
97,770
-698
1406
$1.12M ﹤0.01%
40,186
+4,729
1407
$1.12M ﹤0.01%
29,359
+1,405
1408
$1.12M ﹤0.01%
+27,126
1409
$1.11M ﹤0.01%
+18,016
1410
$1.11M ﹤0.01%
63,757
+9,465
1411
$1.11M ﹤0.01%
12,686
+4,556
1412
$1.11M ﹤0.01%
30,112
-2,444
1413
$1.11M ﹤0.01%
16,479
-7,488
1414
$1.1M ﹤0.01%
40,723
-2,003
1415
$1.1M ﹤0.01%
24,700
+887
1416
$1.1M ﹤0.01%
54,851
-656
1417
$1.1M ﹤0.01%
9,163
+693
1418
$1.1M ﹤0.01%
38,992
+4,113
1419
$1.1M ﹤0.01%
5,506
+2,393
1420
$1.09M ﹤0.01%
27,503
+16,933
1421
$1.09M ﹤0.01%
21,038
-6,881
1422
$1.09M ﹤0.01%
13,778
-1,546
1423
$1.09M ﹤0.01%
34,370
+14,658
1424
$1.09M ﹤0.01%
31,176
+14,707
1425
$1.08M ﹤0.01%
5,877
-43
55 56
57
58 59