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
1601
$793K ﹤0.01%
6,312
+527
1602
$792K ﹤0.01%
16,548
-140
1603
$788K ﹤0.01%
17,882
-694
1604
$787K ﹤0.01%
3,518
-642
1605
$786K ﹤0.01%
24,552
+27
1606
$786K ﹤0.01%
49,450
-1,777
1607
$785K ﹤0.01%
12,605
+7,009
1608
$785K ﹤0.01%
+24,653
1609
$784K ﹤0.01%
6,547
+319
1610
$783K ﹤0.01%
17,847
+1,753
1611
$782K ﹤0.01%
12,513
-27
1612
$781K ﹤0.01%
14,251
+313
1613
$778K ﹤0.01%
4,331
-13,930
1614
$777K ﹤0.01%
59,017
+5,484
1615
$777K ﹤0.01%
23,211
+7,464
1616
$776K ﹤0.01%
60,229
-2,832
1617
$776K ﹤0.01%
+14,417
1618
$775K ﹤0.01%
12,896
+5,781
1619
$775K ﹤0.01%
15,733
-1,363
1620
$775K ﹤0.01%
17,921
-131
1621
$775K ﹤0.01%
+43,098
1622
$772K ﹤0.01%
27,368
+10,253
1623
$771K ﹤0.01%
14,221
-1,068
1624
$770K ﹤0.01%
10,235
-6,619
1625
$769K ﹤0.01%
146,169
+62,944
63 64
65
66 67