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
2101
$315K ﹤0.01%
14
2102
$315K ﹤0.01%
1,899
+57
2103
$315K ﹤0.01%
9,073
-111
2104
$315K ﹤0.01%
+22,568
2105
$313K ﹤0.01%
21,634
2106
$312K ﹤0.01%
12,527
+417
2107
$312K ﹤0.01%
19,659
2108
$312K ﹤0.01%
15,859
-6,014
2109
$312K ﹤0.01%
3,153
+37
2110
$312K ﹤0.01%
3,151
-16
2111
$312K ﹤0.01%
21,151
+32
2112
$311K ﹤0.01%
468
2113
$311K ﹤0.01%
22,225
-900
2114
$311K ﹤0.01%
12,718
-1,105
2115
$309K ﹤0.01%
13,094
-962
2116
$309K ﹤0.01%
+13,600
2117
$308K ﹤0.01%
2,036
-425
2118
$306K ﹤0.01%
7,587
+8
2119
$306K ﹤0.01%
17,630
-387
2120
$305K ﹤0.01%
+4,011
2121
$305K ﹤0.01%
36,095
-1,200
2122
$305K ﹤0.01%
11,827
+1,420
2123
$304K ﹤0.01%
6,204
-1,668
2124
$304K ﹤0.01%
705
-587
2125
$304K ﹤0.01%
160
83 84
85
86 87