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
1626
$769K ﹤0.01%
38,283
+2,437
1627
$767K ﹤0.01%
37,934
+10,077
1628
$766K ﹤0.01%
21,417
-7,238
1629
$765K ﹤0.01%
11,057
+3,400
1630
$763K ﹤0.01%
19,656
+1,127
1631
$762K ﹤0.01%
26,918
-163
1632
$761K ﹤0.01%
27,565
+10,790
1633
$761K ﹤0.01%
25,345
-3,664
1634
$759K ﹤0.01%
+22,692
1635
$756K ﹤0.01%
50,064
+1,595
1636
$756K ﹤0.01%
4,616
+2,416
1637
$752K ﹤0.01%
26,489
+397
1638
$752K ﹤0.01%
29,951
-10,156
1639
$752K ﹤0.01%
32,897
+2,345
1640
$752K ﹤0.01%
8,867
+219
1641
$748K ﹤0.01%
36,428
+3,080
1642
$747K ﹤0.01%
25,198
-1,001
1643
$747K ﹤0.01%
10,776
+865
1644
$745K ﹤0.01%
75,952
+35,952
1645
$743K ﹤0.01%
+31,864
1646
$743K ﹤0.01%
13,694
+234
1647
$741K ﹤0.01%
25,586
1648
$741K ﹤0.01%
22,758
-4,557
1649
$737K ﹤0.01%
4,228
-2,471
1650
$735K ﹤0.01%
5,303
-188
64 65
66
67 68