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
2251
$248K ﹤0.01%
2,591
-454
2252
$246K ﹤0.01%
3,876
-1,498
2253
$246K ﹤0.01%
125,727
+7,918
2254
$246K ﹤0.01%
5,407
-1,437
2255
$246K ﹤0.01%
+5,425
2256
$245K ﹤0.01%
9,851
+152
2257
$245K ﹤0.01%
6,225
-8,597
2258
$245K ﹤0.01%
+7,894
2259
$245K ﹤0.01%
+9,592
2260
$244K ﹤0.01%
2,451
+127
2261
$244K ﹤0.01%
+8,880
2262
$244K ﹤0.01%
+3,238
2263
$243K ﹤0.01%
5,390
-571
2264
$243K ﹤0.01%
2,326
-2,236
2265
$243K ﹤0.01%
+7,835
2266
$242K ﹤0.01%
+20,982
2267
$242K ﹤0.01%
+10,252
2268
$241K ﹤0.01%
27,242
-157
2269
$240K ﹤0.01%
15,825
-10,000
2270
$240K ﹤0.01%
22,370
-4,878
2271
$240K ﹤0.01%
+5,165
2272
$240K ﹤0.01%
+4,000
2273
$240K ﹤0.01%
20,800
-700
2274
$238K ﹤0.01%
+1,620
2275
$238K ﹤0.01%
6,720
-2,021
89 90
91
92 93