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
2226
$256K ﹤0.01%
+9,507
2227
$256K ﹤0.01%
12,340
+152
2228
$256K ﹤0.01%
2,600
-218
2229
$256K ﹤0.01%
6,127
-5,470
2230
$256K ﹤0.01%
27,072
+7,167
2231
$255K ﹤0.01%
14,686
+645
2232
$255K ﹤0.01%
23,148
-71
2233
$255K ﹤0.01%
2,412
-636
2234
$255K ﹤0.01%
3,658
-1,695
2235
$255K ﹤0.01%
+3,628
2236
$254K ﹤0.01%
10,336
-14,345
2237
$254K ﹤0.01%
+3,801
2238
$254K ﹤0.01%
+15,481
2239
$253K ﹤0.01%
8,090
-2,393
2240
$253K ﹤0.01%
36,996
-4,150
2241
$252K ﹤0.01%
+5,019
2242
$251K ﹤0.01%
13,881
-1,583
2243
$251K ﹤0.01%
26,294
+67
2244
$251K ﹤0.01%
+10,425
2245
$250K ﹤0.01%
+6,500
2246
$250K ﹤0.01%
9,000
-33,100
2247
$250K ﹤0.01%
+2,614
2248
$249K ﹤0.01%
+9,000
2249
$249K ﹤0.01%
+16,468
2250
$248K ﹤0.01%
28,015
-2,697
88 89
90
91 92