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
1776
$563K ﹤0.01%
25,861
-2,839
1777
$561K ﹤0.01%
27,504
-6,194
1778
$560K ﹤0.01%
18,795
-10,370
1779
$558K ﹤0.01%
153,049
-4,896
1780
$557K ﹤0.01%
12,227
-3,233
1781
$556K ﹤0.01%
14,670
-582
1782
$556K ﹤0.01%
1,241
+90
1783
$551K ﹤0.01%
10,217
-17
1784
$550K ﹤0.01%
8,622
+3,438
1785
$550K ﹤0.01%
9,670
+2,121
1786
$548K ﹤0.01%
31,253
+700
1787
$547K ﹤0.01%
+21,348
1788
$545K ﹤0.01%
59,353
-1,064
1789
$545K ﹤0.01%
39,221
+3,353
1790
$545K ﹤0.01%
6,916
+596
1791
$543K ﹤0.01%
10,319
+1,444
1792
$543K ﹤0.01%
9,743
1793
$542K ﹤0.01%
13,656
+420
1794
$542K ﹤0.01%
+37,083
1795
$540K ﹤0.01%
+26,522
1796
$540K ﹤0.01%
13,767
-1,000
1797
$538K ﹤0.01%
+9,189
1798
$537K ﹤0.01%
24,208
+4,092
1799
$537K ﹤0.01%
16,449
1800
$532K ﹤0.01%
15,576
+512
70 71
72
73 74