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
2051
$345K ﹤0.01%
7,957
-291
2052
$345K ﹤0.01%
2,299
-199
2053
$344K ﹤0.01%
21,618
2054
$343K ﹤0.01%
14,521
-2,783
2055
$342K ﹤0.01%
8,857
-3,360
2056
$342K ﹤0.01%
71,334
+13,631
2057
$342K ﹤0.01%
+18,048
2058
$341K ﹤0.01%
3,409
+207
2059
$341K ﹤0.01%
4,880
+1,558
2060
$341K ﹤0.01%
8,360
-604
2061
$341K ﹤0.01%
46,230
+29,367
2062
$341K ﹤0.01%
+5,011
2063
$340K ﹤0.01%
22,352
-2,997
2064
$339K ﹤0.01%
12,069
-1,861
2065
$337K ﹤0.01%
4,375
-8,204
2066
$337K ﹤0.01%
15,375
-929
2067
$336K ﹤0.01%
2,307
-179
2068
$335K ﹤0.01%
13,178
+1,000
2069
$335K ﹤0.01%
+2,841
2070
$335K ﹤0.01%
10,369
+145
2071
$335K ﹤0.01%
20,400
-1,800
2072
$334K ﹤0.01%
6,035
-301
2073
$334K ﹤0.01%
12,346
+3,962
2074
$333K ﹤0.01%
5,288
+200
2075
$333K ﹤0.01%
5,379
+168
81 82
83
84 85