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
1976
$388K ﹤0.01%
8,169
+1,518
1977
$388K ﹤0.01%
2,852
+173
1978
$387K ﹤0.01%
1,415
+330
1979
$386K ﹤0.01%
44,102
-3,315
1980
$386K ﹤0.01%
2,201
-300
1981
$385K ﹤0.01%
17,559
+4,046
1982
$383K ﹤0.01%
7,094
-3,744
1983
$382K ﹤0.01%
26,539
+1,839
1984
$382K ﹤0.01%
13,750
-464
1985
$382K ﹤0.01%
+19,649
1986
$382K ﹤0.01%
6,133
+1,407
1987
$381K ﹤0.01%
21,723
1988
$381K ﹤0.01%
18,712
-2,007
1989
$381K ﹤0.01%
15,650
+566
1990
$379K ﹤0.01%
40,834
+396
1991
$379K ﹤0.01%
10,622
+1,044
1992
$378K ﹤0.01%
9,337
-67
1993
$378K ﹤0.01%
6,054
-277
1994
$378K ﹤0.01%
6,497
+50
1995
$377K ﹤0.01%
35,181
-5,332
1996
$376K ﹤0.01%
8,715
+1,104
1997
$376K ﹤0.01%
10,475
-66
1998
$375K ﹤0.01%
+10,360
1999
$375K ﹤0.01%
+11,722
2000
$375K ﹤0.01%
+6,658
78 79
80
81 82