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
2076
$332K ﹤0.01%
2,158
-2
2077
$332K ﹤0.01%
606
-863
2078
$331K ﹤0.01%
10,499
-2,197
2079
$330K ﹤0.01%
10,690
+944
2080
$330K ﹤0.01%
3,454
-2,977
2081
$329K ﹤0.01%
21,902
-2,509
2082
$328K ﹤0.01%
12,592
+975
2083
$328K ﹤0.01%
5,906
-3,387
2084
$328K ﹤0.01%
9,746
2085
$326K ﹤0.01%
13,671
+1,017
2086
$326K ﹤0.01%
+7,295
2087
$324K ﹤0.01%
16,640
+271
2088
$323K ﹤0.01%
16,404
-208
2089
$323K ﹤0.01%
+14,175
2090
$322K ﹤0.01%
28,301
-151,980
2091
$322K ﹤0.01%
+8,000
2092
$322K ﹤0.01%
+3,432
2093
$320K ﹤0.01%
+11,490
2094
$319K ﹤0.01%
4,540
+140
2095
$319K ﹤0.01%
37,856
-1,822
2096
$318K ﹤0.01%
+1,125
2097
$317K ﹤0.01%
+4,951
2098
$317K ﹤0.01%
4,928
+500
2099
$316K ﹤0.01%
+34,084
2100
$315K ﹤0.01%
37,210
-1,309
82 83
84
85 86