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
2126
$303K ﹤0.01%
21,655
-700
2127
$303K ﹤0.01%
17,594
-406
2128
$303K ﹤0.01%
6,319
-2,849
2129
$302K ﹤0.01%
4,850
-260
2130
$302K ﹤0.01%
4,297
-198
2131
$302K ﹤0.01%
2,841
+757
2132
$301K ﹤0.01%
9,066
-1,684
2133
$301K ﹤0.01%
23,617
-761
2134
$300K ﹤0.01%
10,451
+2,770
2135
$299K ﹤0.01%
35,448
+228
2136
$299K ﹤0.01%
13,089
-2,905
2137
$299K ﹤0.01%
24,140
-203
2138
$299K ﹤0.01%
1,195
+117
2139
$299K ﹤0.01%
10,507
+114
2140
$299K ﹤0.01%
25,296
2141
$298K ﹤0.01%
3,742
-227
2142
$297K ﹤0.01%
10,563
-18,258
2143
$297K ﹤0.01%
6,774
+1,147
2144
$296K ﹤0.01%
4,643
-852
2145
$294K ﹤0.01%
+10,235
2146
$293K ﹤0.01%
14,835
-375
2147
$292K ﹤0.01%
17,952
+187
2148
$292K ﹤0.01%
4,086
+111
2149
$292K ﹤0.01%
30,818
2150
$290K ﹤0.01%
6,247
+1,131
84 85
86
87 88