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
1526
$895K ﹤0.01%
20,978
+1,167
1527
$894K ﹤0.01%
11,153
+311
1528
$894K ﹤0.01%
5,867
+1,336
1529
$893K ﹤0.01%
48,175
-6,825
1530
$892K ﹤0.01%
81,725
+49,962
1531
$892K ﹤0.01%
15,660
-13
1532
$891K ﹤0.01%
34,000
1533
$890K ﹤0.01%
112,414
-25,267
1534
$887K ﹤0.01%
56,905
-37,328
1535
$883K ﹤0.01%
18,463
-797
1536
$879K ﹤0.01%
18,931
-23,858
1537
$878K ﹤0.01%
12,197
-23,276
1538
$877K ﹤0.01%
2,703
-10,208
1539
$875K ﹤0.01%
2,984
+731
1540
$868K ﹤0.01%
15,314
-553
1541
$867K ﹤0.01%
7,682
-1,491
1542
$866K ﹤0.01%
2,412
+167
1543
$866K ﹤0.01%
27,803
+2,627
1544
$866K ﹤0.01%
6,835
-53
1545
$863K ﹤0.01%
20,902
+10,496
1546
$862K ﹤0.01%
10,596
+83
1547
$860K ﹤0.01%
59,649
-249
1548
$860K ﹤0.01%
23,845
1549
$859K ﹤0.01%
37,207
+5,339
1550
$857K ﹤0.01%
4,551
-252
60 61
62
63 64