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
1701
$668K ﹤0.01%
12,170
+1,424
1702
$666K ﹤0.01%
31,726
+712
1703
$664K ﹤0.01%
21,240
+13,369
1704
$664K ﹤0.01%
25,853
-1,005
1705
$664K ﹤0.01%
25,141
-2,925
1706
$663K ﹤0.01%
51,183
+171
1707
$662K ﹤0.01%
22,285
+1,929
1708
$662K ﹤0.01%
16,287
+425
1709
$662K ﹤0.01%
22,922
-727
1710
$661K ﹤0.01%
24,245
-4,768
1711
$660K ﹤0.01%
20,569
+28
1712
$658K ﹤0.01%
8,755
-652
1713
$657K ﹤0.01%
21,090
-28,274
1714
$652K ﹤0.01%
57,973
-4,877
1715
$652K ﹤0.01%
17,181
+262
1716
$651K ﹤0.01%
26,471
+13,390
1717
$647K ﹤0.01%
9,179
-393
1718
$647K ﹤0.01%
+10,149
1719
$641K ﹤0.01%
72,326
+26,058
1720
$641K ﹤0.01%
35,331
+24,556
1721
$640K ﹤0.01%
50,990
-5,169
1722
$639K ﹤0.01%
6,578
-779
1723
$637K ﹤0.01%
9,180
-1,748
1724
$637K ﹤0.01%
19,999
+287
1725
$636K ﹤0.01%
11,256
-207
67 68
69
70 71