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
1476
$992K ﹤0.01%
36,016
+728
1477
$991K ﹤0.01%
13,540
-2,291
1478
$988K ﹤0.01%
6,298
+1,712
1479
$984K ﹤0.01%
112,105
+711
1480
$984K ﹤0.01%
90,168
+3,282
1481
$982K ﹤0.01%
26,132
-3,459
1482
$981K ﹤0.01%
3,838
-19,581
1483
$978K ﹤0.01%
28,936
-8,443
1484
$977K ﹤0.01%
+82,036
1485
$974K ﹤0.01%
32,697
+16,194
1486
$969K ﹤0.01%
1,038
+40
1487
$967K ﹤0.01%
20,322
-858
1488
$967K ﹤0.01%
35,168
-1,683
1489
$965K ﹤0.01%
94,132
+33,197
1490
$963K ﹤0.01%
28,232
-5,745
1491
$963K ﹤0.01%
36,534
+12,045
1492
$959K ﹤0.01%
13,934
+9,403
1493
$958K ﹤0.01%
29,259
+11,930
1494
$958K ﹤0.01%
24,206
+12,493
1495
$953K ﹤0.01%
28,683
+8,358
1496
$949K ﹤0.01%
72,700
-17,130
1497
$948K ﹤0.01%
13,667
+15
1498
$947K ﹤0.01%
92,147
+2,534
1499
$946K ﹤0.01%
20,882
+93
1500
$945K ﹤0.01%
10,257
+2,531
58 59
60
61 62