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
1901
$440K ﹤0.01%
25,208
1902
$440K ﹤0.01%
30,404
-3,848
1903
$439K ﹤0.01%
3,005
+195
1904
$437K ﹤0.01%
65,489
+2,160
1905
$435K ﹤0.01%
25,835
-1,100
1906
$435K ﹤0.01%
3,349
+48
1907
$434K ﹤0.01%
25,259
+8,906
1908
$432K ﹤0.01%
20,825
+466
1909
$432K ﹤0.01%
+9,900
1910
$431K ﹤0.01%
+14,687
1911
$430K ﹤0.01%
+6,703
1912
$430K ﹤0.01%
10,794
+28
1913
$428K ﹤0.01%
8,420
-431
1914
$428K ﹤0.01%
11,659
-652
1915
$426K ﹤0.01%
1,855
+51
1916
$426K ﹤0.01%
53,029
-39,594
1917
$423K ﹤0.01%
27,000
1918
$422K ﹤0.01%
21,378
-18,493
1919
$422K ﹤0.01%
+17,889
1920
$421K ﹤0.01%
2,625
+70
1921
$420K ﹤0.01%
13,375
+4
1922
$420K ﹤0.01%
+14,590
1923
$420K ﹤0.01%
23,611
-4,193
1924
$420K ﹤0.01%
13,144
+6
1925
$420K ﹤0.01%
10,825
75 76
77
78 79