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
2201
$269K ﹤0.01%
+4,286
2202
$269K ﹤0.01%
6,386
-4,504
2203
$269K ﹤0.01%
7,372
-872
2204
$269K ﹤0.01%
20,941
-2,072
2205
$268K ﹤0.01%
9,111
-987
2206
$267K ﹤0.01%
14,424
+17
2207
$266K ﹤0.01%
19,358
+4,049
2208
$264K ﹤0.01%
+8,700
2209
$264K ﹤0.01%
4,745
2210
$264K ﹤0.01%
16,331
-17,355
2211
$263K ﹤0.01%
+481
2212
$262K ﹤0.01%
1,107
-118
2213
$262K ﹤0.01%
17,859
2214
$262K ﹤0.01%
+3,191
2215
$261K ﹤0.01%
11,043
2216
$261K ﹤0.01%
1,158
-1,743
2217
$260K ﹤0.01%
1,975
-42
2218
$259K ﹤0.01%
51,118
+10,756
2219
$259K ﹤0.01%
8,800
-22,800
2220
$259K ﹤0.01%
8,679
-4,908
2221
$258K ﹤0.01%
7,830
+417
2222
$258K ﹤0.01%
+21,913
2223
$258K ﹤0.01%
17,323
+5,057
2224
$257K ﹤0.01%
3,977
-482
2225
$257K ﹤0.01%
+12,386
87 88
89
90 91