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
1651
$735K ﹤0.01%
1,218
-79
1652
$734K ﹤0.01%
41,172
-775
1653
$730K ﹤0.01%
28,094
-5,946
1654
$729K ﹤0.01%
14,121
-590
1655
$729K ﹤0.01%
12,812
+554
1656
$728K ﹤0.01%
79,167
+12,790
1657
$724K ﹤0.01%
40,180
+5,612
1658
$721K ﹤0.01%
18,675
+1,942
1659
$721K ﹤0.01%
62,027
-11,628
1660
$720K ﹤0.01%
26,280
1661
$719K ﹤0.01%
+9,450
1662
$712K ﹤0.01%
51,545
+7,513
1663
$711K ﹤0.01%
28,248
-53,203
1664
$708K ﹤0.01%
+12,514
1665
$707K ﹤0.01%
31,895
1666
$705K ﹤0.01%
47,304
-159
1667
$704K ﹤0.01%
114,125
-23,276
1668
$702K ﹤0.01%
+34,154
1669
$700K ﹤0.01%
22,717
-12,149
1670
$698K ﹤0.01%
+17,122
1671
$697K ﹤0.01%
38,344
-19
1672
$694K ﹤0.01%
23,808
-9,873
1673
$693K ﹤0.01%
12,403
+47
1674
$691K ﹤0.01%
22,243
+781
1675
$690K ﹤0.01%
38,860
+7,178
65 66
67
68 69