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
1551
$856K ﹤0.01%
50,769
-19,759
1552
$854K ﹤0.01%
27,409
-3,006
1553
$852K ﹤0.01%
27,849
-4,949
1554
$852K ﹤0.01%
33,034
-5,852
1555
$848K ﹤0.01%
156,751
-2,271
1556
$847K ﹤0.01%
15,532
-2,159
1557
$846K ﹤0.01%
6,116
+863
1558
$844K ﹤0.01%
3,897
-1,670
1559
$843K ﹤0.01%
14,490
+11
1560
$841K ﹤0.01%
50,190
+16,656
1561
$837K ﹤0.01%
18,371
+348
1562
$836K ﹤0.01%
46,717
+13,124
1563
$834K ﹤0.01%
33,340
-12,683
1564
$834K ﹤0.01%
7,885
-1,324
1565
$833K ﹤0.01%
41,575
-1,438
1566
$830K ﹤0.01%
12,911
+4,591
1567
$829K ﹤0.01%
9,181
-74,636
1568
$828K ﹤0.01%
11,903
+111
1569
$828K ﹤0.01%
47,673
+157
1570
$827K ﹤0.01%
27,080
+13,287
1571
$826K ﹤0.01%
49,209
-53
1572
$826K ﹤0.01%
+35,842
1573
$825K ﹤0.01%
26,933
-121,295
1574
$824K ﹤0.01%
35,539
-765
1575
$824K ﹤0.01%
+73,731
61 62
63
64 65