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
1426
$1.08M ﹤0.01%
+1,949
1427
$1.08M ﹤0.01%
68,201
-3,071
1428
$1.08M ﹤0.01%
16,885
-510
1429
$1.07M ﹤0.01%
105,754
-8,964
1430
$1.07M ﹤0.01%
+21,808
1431
$1.07M ﹤0.01%
72,273
+24,223
1432
$1.07M ﹤0.01%
28,199
+4,760
1433
$1.07M ﹤0.01%
57,369
+11,818
1434
$1.07M ﹤0.01%
13,395
-1,091
1435
$1.06M ﹤0.01%
11,033
-7,078
1436
$1.06M ﹤0.01%
7,535
-3,093
1437
$1.06M ﹤0.01%
14,876
+3,578
1438
$1.06M ﹤0.01%
55,070
-2,763
1439
$1.05M ﹤0.01%
119,407
-22,165
1440
$1.05M ﹤0.01%
38,925
+6,555
1441
$1.05M ﹤0.01%
16,479
+520
1442
$1.05M ﹤0.01%
28,218
-1,877
1443
$1.05M ﹤0.01%
18,298
+3,745
1444
$1.04M ﹤0.01%
36,817
+7,467
1445
$1.04M ﹤0.01%
6,811
+2,972
1446
$1.04M ﹤0.01%
36,475
+2,235
1447
$1.04M ﹤0.01%
8,270
+187
1448
$1.03M ﹤0.01%
27,542
+6,371
1449
$1.03M ﹤0.01%
8,346
+1,468
1450
$1.02M ﹤0.01%
35,216
+2,146
56 57
58
59 60