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
1926
$419K ﹤0.01%
7,155
+91
1927
$418K ﹤0.01%
12,835
1928
$417K ﹤0.01%
23,000
+47
1929
$417K ﹤0.01%
33,000
-2,740
1930
$416K ﹤0.01%
12,406
-2,565
1931
$416K ﹤0.01%
+821
1932
$416K ﹤0.01%
26,217
+4,050
1933
$415K ﹤0.01%
10,882
-7,984
1934
$414K ﹤0.01%
14,884
-1,220
1935
$414K ﹤0.01%
8,559
-2,858
1936
$413K ﹤0.01%
6,879
+1,790
1937
$413K ﹤0.01%
+15,288
1938
$412K ﹤0.01%
7,756
-3,516
1939
$412K ﹤0.01%
+55,461
1940
$412K ﹤0.01%
+5,787
1941
$411K ﹤0.01%
9,814
+2,005
1942
$410K ﹤0.01%
12,411
-80
1943
$410K ﹤0.01%
45,552
+200
1944
$410K ﹤0.01%
+11,837
1945
$409K ﹤0.01%
2,647
+32
1946
$409K ﹤0.01%
49,671
+1,733
1947
$409K ﹤0.01%
10,177
-529
1948
$408K ﹤0.01%
66,511
+5,759
1949
$406K ﹤0.01%
+13,809
1950
$405K ﹤0.01%
31,850
+130
76 77
78
79 80