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
1576
$820K ﹤0.01%
55,722
+26,500
1577
$818K ﹤0.01%
34,436
+150
1578
$817K ﹤0.01%
26,593
+13,788
1579
$816K ﹤0.01%
14,425
+106
1580
$815K ﹤0.01%
+14,177
1581
$814K ﹤0.01%
57,329
-6,516
1582
$813K ﹤0.01%
12,521
-664
1583
$812K ﹤0.01%
16,179
+1,146
1584
$810K ﹤0.01%
66,117
+2,901
1585
$809K ﹤0.01%
37,722
-1,665
1586
$809K ﹤0.01%
30,948
+3,234
1587
$808K ﹤0.01%
9,296
+6,055
1588
$808K ﹤0.01%
35,343
-2,075
1589
$808K ﹤0.01%
25,405
-10,740
1590
$807K ﹤0.01%
84,914
-24,669
1591
$806K ﹤0.01%
33,883
+19,222
1592
$806K ﹤0.01%
+24,972
1593
$804K ﹤0.01%
17,565
+231
1594
$798K ﹤0.01%
52,913
+5,199
1595
$797K ﹤0.01%
+29,182
1596
$796K ﹤0.01%
32,147
+13,778
1597
$796K ﹤0.01%
15,870
+5,410
1598
$795K ﹤0.01%
45,634
+2,980
1599
$794K ﹤0.01%
107,120
-6,647
1600
$794K ﹤0.01%
18,142
+8,642
62 63
64
65 66