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
1726
$636K ﹤0.01%
15,193
+3,525
1727
$635K ﹤0.01%
15,000
1728
$634K ﹤0.01%
+13,081
1729
$633K ﹤0.01%
10,824
-849
1730
$631K ﹤0.01%
+35,528
1731
$629K ﹤0.01%
3,477
+808
1732
$629K ﹤0.01%
19,855
-15,795
1733
$628K ﹤0.01%
5,417
-364
1734
$626K ﹤0.01%
4,889
-81
1735
$622K ﹤0.01%
+6,102
1736
$622K ﹤0.01%
2,898
-152
1737
$622K ﹤0.01%
+20,720
1738
$619K ﹤0.01%
5,231
+412
1739
$617K ﹤0.01%
+13,785
1740
$616K ﹤0.01%
2,095
+63
1741
$610K ﹤0.01%
19,123
-10,038
1742
$609K ﹤0.01%
11,329
+1,508
1743
$609K ﹤0.01%
39,684
-2,551
1744
$609K ﹤0.01%
96,335
+42,850
1745
$608K ﹤0.01%
45,476
1746
$608K ﹤0.01%
11,516
-802
1747
$606K ﹤0.01%
5,213
-937
1748
$603K ﹤0.01%
8,808
-439
1749
$602K ﹤0.01%
22,212
+8,499
1750
$601K ﹤0.01%
+27,617
68 69
70
71 72