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
1501
$942K ﹤0.01%
65,365
-938
1502
$940K ﹤0.01%
19,456
+1,382
1503
$939K ﹤0.01%
26,611
-1,572
1504
$935K ﹤0.01%
3,996
+813
1505
$932K ﹤0.01%
29,649
+1,050
1506
$931K ﹤0.01%
13,935
+1,369
1507
$931K ﹤0.01%
+14,065
1508
$929K ﹤0.01%
19,785
-925
1509
$929K ﹤0.01%
24,092
+3,082
1510
$921K ﹤0.01%
50,704
-12,272
1511
$921K ﹤0.01%
3,734
-197
1512
$920K ﹤0.01%
13,035
+4,585
1513
$915K ﹤0.01%
49,055
+25,788
1514
$912K ﹤0.01%
6,882
+1,121
1515
$911K ﹤0.01%
12,350
-21,000
1516
$907K ﹤0.01%
31,777
-24,934
1517
$905K ﹤0.01%
10,354
+2,612
1518
$905K ﹤0.01%
29,956
+8,035
1519
$904K ﹤0.01%
28,313
-1,740
1520
$902K ﹤0.01%
18,770
-3,985
1521
$901K ﹤0.01%
16,691
1522
$901K ﹤0.01%
32,265
+910
1523
$898K ﹤0.01%
26,403
-3,983
1524
$898K ﹤0.01%
+13,521
1525
$897K ﹤0.01%
9,454
-255
59 60
61
62 63