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
2326
$216K ﹤0.01%
22,826
-315
2327
$216K ﹤0.01%
9,642
+1,240
2328
$215K ﹤0.01%
17,338
+2,138
2329
$215K ﹤0.01%
+8,751
2330
$215K ﹤0.01%
+2,358
2331
$215K ﹤0.01%
2,102
-224
2332
$214K ﹤0.01%
+2,273
2333
$211K ﹤0.01%
+4,402
2334
$210K ﹤0.01%
+7,552
2335
$210K ﹤0.01%
5,118
-2,664
2336
$210K ﹤0.01%
+3,390
2337
$210K ﹤0.01%
+7,879
2338
$210K ﹤0.01%
+4,668
2339
$209K ﹤0.01%
+752
2340
$207K ﹤0.01%
6,262
-734
2341
$207K ﹤0.01%
18,163
+1,505
2342
$207K ﹤0.01%
+5,643
2343
$207K ﹤0.01%
+2,546
2344
$206K ﹤0.01%
5,074
-44,818
2345
$206K ﹤0.01%
+4,562
2346
$205K ﹤0.01%
9,379
-818
2347
$204K ﹤0.01%
+4,061
2348
$204K ﹤0.01%
+5,031
2349
$203K ﹤0.01%
+4,200
2350
$202K ﹤0.01%
+394
92 93
94
95 96