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
2351
$201K ﹤0.01%
+2,646
2352
$200K ﹤0.01%
14,302
+132
2353
$197K ﹤0.01%
+28,525
2354
$196K ﹤0.01%
+11,097
2355
$196K ﹤0.01%
+22,348
2356
$195K ﹤0.01%
33,835
+8,008
2357
$195K ﹤0.01%
13,011
-8,633
2358
$195K ﹤0.01%
+16,178
2359
$195K ﹤0.01%
17,634
-223
2360
$193K ﹤0.01%
52,106
-494
2361
$192K ﹤0.01%
41,284
2362
$191K ﹤0.01%
39,474
-1,133
2363
$191K ﹤0.01%
14,044
+86
2364
$188K ﹤0.01%
12,755
-761
2365
$186K ﹤0.01%
32,539
-581
2366
$185K ﹤0.01%
14,500
+2,675
2367
$184K ﹤0.01%
213,590
2368
$181K ﹤0.01%
12,859
+1,943
2369
$181K ﹤0.01%
10,445
-400
2370
$180K ﹤0.01%
14,233
2371
$179K ﹤0.01%
16,248
2372
$179K ﹤0.01%
11,494
-310
2373
$178K ﹤0.01%
11,400
-25,450
2374
$178K ﹤0.01%
13,215
+2,244
2375
$176K ﹤0.01%
+34,119
93 94
95
96 97