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
2301
$226K ﹤0.01%
+6,060
2302
$226K ﹤0.01%
9,595
-2,691
2303
$225K ﹤0.01%
+4,478
2304
$225K ﹤0.01%
23,550
+100
2305
$225K ﹤0.01%
16,804
2306
$224K ﹤0.01%
12,990
+654
2307
$224K ﹤0.01%
15,757
-3,125
2308
$222K ﹤0.01%
+3,931
2309
$221K ﹤0.01%
+2,702
2310
$221K ﹤0.01%
+8,823
2311
$221K ﹤0.01%
+4,573
2312
$221K ﹤0.01%
15,998
-25,126
2313
$220K ﹤0.01%
+5,048
2314
$220K ﹤0.01%
16,069
-3,581
2315
$219K ﹤0.01%
+5,693
2316
$219K ﹤0.01%
+7,466
2317
$219K ﹤0.01%
+1,258
2318
$219K ﹤0.01%
20,628
-30,186
2319
$218K ﹤0.01%
+1,836
2320
$218K ﹤0.01%
4,433
-5,822
2321
$218K ﹤0.01%
19,531
-4,077
2322
$217K ﹤0.01%
+4,819
2323
$217K ﹤0.01%
3,040
-946
2324
$217K ﹤0.01%
3,532
-590
2325
$216K ﹤0.01%
1,656
-15,770
91 92
93
94 95