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
1451
$1.02M ﹤0.01%
52,009
+19,100
1452
$1.02M ﹤0.01%
15,242
+732
1453
$1.02M ﹤0.01%
59,122
+5,718
1454
$1.02M ﹤0.01%
54,630
+2,057
1455
$1.02M ﹤0.01%
52,370
+570
1456
$1.02M ﹤0.01%
20,152
-4,952
1457
$1.02M ﹤0.01%
8,988
+688
1458
$1.02M ﹤0.01%
114,783
+55,411
1459
$1.01M ﹤0.01%
23,711
+1,986
1460
$1.01M ﹤0.01%
65,938
+9,679
1461
$1.01M ﹤0.01%
5,292
+722
1462
$1.01M ﹤0.01%
15,687
-10,760
1463
$1.01M ﹤0.01%
10,325
-11,640
1464
$1.01M ﹤0.01%
17,128
-6,880
1465
$1.01M ﹤0.01%
43,185
+500
1466
$1M ﹤0.01%
17,349
+2,240
1467
$1M ﹤0.01%
28,456
+7,094
1468
$1M ﹤0.01%
16,632
-4,016
1469
$1M ﹤0.01%
55,041
+27,172
1470
$1M ﹤0.01%
23,408
-3,692
1471
$1M ﹤0.01%
102,427
-13,384
1472
$997K ﹤0.01%
+6,569
1473
$996K ﹤0.01%
6,506
1474
$993K ﹤0.01%
13,646
-1,429
1475
$993K ﹤0.01%
24,351
57 58
59
60 61