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
1951
$405K ﹤0.01%
13,740
+2,615
1952
$405K ﹤0.01%
28,133
-1,197
1953
$404K ﹤0.01%
7,005
-243
1954
$403K ﹤0.01%
81,481
+28,101
1955
$403K ﹤0.01%
+11,798
1956
$402K ﹤0.01%
32,509
-181
1957
$402K ﹤0.01%
+6,196
1958
$402K ﹤0.01%
41,746
-68,665
1959
$400K ﹤0.01%
50,938
-132,427
1960
$399K ﹤0.01%
8,416
-1,066
1961
$398K ﹤0.01%
8,844
+162
1962
$397K ﹤0.01%
+16,923
1963
$397K ﹤0.01%
56,532
+21,030
1964
$397K ﹤0.01%
9,300
+2,675
1965
$397K ﹤0.01%
+9,735
1966
$396K ﹤0.01%
24,526
-9,738
1967
$395K ﹤0.01%
60,309
+1,478
1968
$394K ﹤0.01%
19,643
-835
1969
$394K ﹤0.01%
67,842
+2,732
1970
$393K ﹤0.01%
+5,428
1971
$393K ﹤0.01%
41,718
+3,214
1972
$392K ﹤0.01%
30,449
-4,802
1973
$392K ﹤0.01%
5,471
-835
1974
$391K ﹤0.01%
+54,513
1975
$389K ﹤0.01%
3,276
77 78
79
80 81