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
1826
$505K ﹤0.01%
29,471
+210
1827
$504K ﹤0.01%
18,585
1828
$503K ﹤0.01%
11,829
+462
1829
$503K ﹤0.01%
10,291
-293
1830
$499K ﹤0.01%
+57,591
1831
$498K ﹤0.01%
27,946
1832
$496K ﹤0.01%
9,579
+2,483
1833
$496K ﹤0.01%
+100
1834
$496K ﹤0.01%
12,260
1835
$495K ﹤0.01%
+11,182
1836
$495K ﹤0.01%
3,949
1837
$494K ﹤0.01%
17,001
-59
1838
$493K ﹤0.01%
22,842
-10
1839
$488K ﹤0.01%
12,077
+904
1840
$488K ﹤0.01%
14,678
-12,819
1841
$487K ﹤0.01%
7,318
+3,608
1842
$487K ﹤0.01%
7,049
+166
1843
$486K ﹤0.01%
35,893
-6,467
1844
$485K ﹤0.01%
113,956
+33,500
1845
$484K ﹤0.01%
15,740
-2,145
1846
$484K ﹤0.01%
2,810
-113
1847
$483K ﹤0.01%
32,890
-2,386
1848
$482K ﹤0.01%
9,828
+3,618
1849
$482K ﹤0.01%
23,410
1850
$480K ﹤0.01%
43,983
-12,325
72 73
74
75 76