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
1676
$689K ﹤0.01%
26,150
-650
1677
$688K ﹤0.01%
35,820
-4,559
1678
$687K ﹤0.01%
19,400
-2,582
1679
$687K ﹤0.01%
46,917
+6,776
1680
$687K ﹤0.01%
21,615
+8,669
1681
$686K ﹤0.01%
9,410
+218
1682
$684K ﹤0.01%
47,883
+11,073
1683
$684K ﹤0.01%
38,427
+1,304
1684
$684K ﹤0.01%
9,391
+3,605
1685
$684K ﹤0.01%
8,177
+23
1686
$682K ﹤0.01%
68,130
+30,749
1687
$682K ﹤0.01%
17,799
-780
1688
$682K ﹤0.01%
+23,757
1689
$682K ﹤0.01%
+23,186
1690
$682K ﹤0.01%
+15,917
1691
$681K ﹤0.01%
45,380
+18,579
1692
$681K ﹤0.01%
14,143
-2,726
1693
$681K ﹤0.01%
+64,456
1694
$678K ﹤0.01%
+17,656
1695
$677K ﹤0.01%
38,923
+56
1696
$675K ﹤0.01%
+31,821
1697
$675K ﹤0.01%
10,707
+849
1698
$672K ﹤0.01%
22,794
-13,982
1699
$672K ﹤0.01%
+16,103
1700
$668K ﹤0.01%
15,912
+2,829
66 67
68
69 70