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
1751
$601K ﹤0.01%
8,172
+190
1752
$601K ﹤0.01%
9,710
+4,043
1753
$597K ﹤0.01%
4,866
-1,535
1754
$595K ﹤0.01%
+2,567
1755
$595K ﹤0.01%
7,802
+1,305
1756
$595K ﹤0.01%
72,979
+2,495
1757
$591K ﹤0.01%
19,392
+3,476
1758
$591K ﹤0.01%
4,308
+246
1759
$591K ﹤0.01%
14,826
+1,576
1760
$590K ﹤0.01%
6,707
-2,857
1761
$589K ﹤0.01%
57,359
+14,638
1762
$586K ﹤0.01%
2,634
+1,238
1763
$585K ﹤0.01%
1,277
-157
1764
$584K ﹤0.01%
17,285
-1,547
1765
$582K ﹤0.01%
3,429
+2
1766
$582K ﹤0.01%
6,937
-567
1767
$580K ﹤0.01%
4,608
+1,718
1768
$576K ﹤0.01%
24,861
-976
1769
$575K ﹤0.01%
12,356
-6,101
1770
$575K ﹤0.01%
6,587
+1,006
1771
$569K ﹤0.01%
5,958
-11,567
1772
$568K ﹤0.01%
40,110
-7,614
1773
$568K ﹤0.01%
12,245
-22,427
1774
$565K ﹤0.01%
30,027
-1,036
1775
$563K ﹤0.01%
4,258
-4,539
69 70
71
72 73