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
2151
$290K ﹤0.01%
44,858
+2,627
2152
$290K ﹤0.01%
4,031
2153
$290K ﹤0.01%
4,677
+87
2154
$290K ﹤0.01%
+4,849
2155
$290K ﹤0.01%
10,873
-6,903
2156
$290K ﹤0.01%
21,394
-1,405
2157
$289K ﹤0.01%
8,236
-5,171
2158
$288K ﹤0.01%
13,850
-150
2159
$288K ﹤0.01%
+3,825
2160
$288K ﹤0.01%
+3,696
2161
$288K ﹤0.01%
12,440
-1,195
2162
$287K ﹤0.01%
5,077
+830
2163
$286K ﹤0.01%
7,732
-1,862
2164
$286K ﹤0.01%
22,980
+2,700
2165
$286K ﹤0.01%
11,009
-5,450
2166
$286K ﹤0.01%
3,719
-1,111
2167
$285K ﹤0.01%
1,583
+66
2168
$285K ﹤0.01%
17,359
-522
2169
$284K ﹤0.01%
+302
2170
$283K ﹤0.01%
9,052
+13
2171
$283K ﹤0.01%
21,518
+11
2172
$281K ﹤0.01%
+6,951
2173
$281K ﹤0.01%
+1,833
2174
$281K ﹤0.01%
1,753
-890
2175
$280K ﹤0.01%
11,091
-12,164
85 86
87
88 89