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
1801
$531K ﹤0.01%
8,716
-1,000
1802
$531K ﹤0.01%
15,724
+1,550
1803
$531K ﹤0.01%
11,257
+1,357
1804
$531K ﹤0.01%
49,773
-119,187
1805
$531K ﹤0.01%
38,350
+9,223
1806
$528K ﹤0.01%
14,362
-736
1807
$528K ﹤0.01%
23,510
+177
1808
$523K ﹤0.01%
38,681
+698
1809
$523K ﹤0.01%
16,530
+2
1810
$520K ﹤0.01%
+13,927
1811
$519K ﹤0.01%
11,261
-10
1812
$518K ﹤0.01%
75,154
-7,038
1813
$517K ﹤0.01%
17,058
-1,980
1814
$517K ﹤0.01%
16,909
1815
$517K ﹤0.01%
18,596
+3,755
1816
$513K ﹤0.01%
+3,162
1817
$512K ﹤0.01%
5,416
-1,097
1818
$511K ﹤0.01%
36,791
-74
1819
$510K ﹤0.01%
8,429
+2,505
1820
$509K ﹤0.01%
+23,093
1821
$508K ﹤0.01%
11,141
-381
1822
$507K ﹤0.01%
23,899
-5,106
1823
$507K ﹤0.01%
65,423
-43,979
1824
$506K ﹤0.01%
6,920
+692
1825
$506K ﹤0.01%
50,953
-525,979
71 72
73
74 75