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
1851
$480K ﹤0.01%
18
1852
$480K ﹤0.01%
+10,715
1853
$478K ﹤0.01%
5,968
-50,602
1854
$476K ﹤0.01%
12,476
+1,303
1855
$476K ﹤0.01%
11,198
-734
1856
$476K ﹤0.01%
5,314
+1,188
1857
$476K ﹤0.01%
15,367
-673
1858
$476K ﹤0.01%
7,999
-222
1859
$475K ﹤0.01%
38,185
-10,000
1860
$475K ﹤0.01%
33,618
+2,410
1861
$475K ﹤0.01%
+26,211
1862
$473K ﹤0.01%
+22,750
1863
$472K ﹤0.01%
41,332
-4,805
1864
$470K ﹤0.01%
13,805
-6,183
1865
$468K ﹤0.01%
27,144
1866
$468K ﹤0.01%
38,386
-84
1867
$468K ﹤0.01%
+18,141
1868
$468K ﹤0.01%
4,014
-884
1869
$464K ﹤0.01%
12,954
+3,524
1870
$464K ﹤0.01%
10,218
-180
1871
$463K ﹤0.01%
+26,877
1872
$462K ﹤0.01%
10,376
-6,307
1873
$462K ﹤0.01%
+26,264
1874
$461K ﹤0.01%
10,943
+848
1875
$460K ﹤0.01%
9,252
-13,380
73 74
75
76 77