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
2401
$154K ﹤0.01%
10,056
-146
2402
$154K ﹤0.01%
11,886
-4,630
2403
$149K ﹤0.01%
+11,808
2404
$148K ﹤0.01%
22,500
-584
2405
$147K ﹤0.01%
+3,400
2406
$145K ﹤0.01%
+14,010
2407
$145K ﹤0.01%
10,569
-754
2408
$144K ﹤0.01%
10,014
-1,267
2409
$139K ﹤0.01%
1,944
2410
$138K ﹤0.01%
15,982
+600
2411
$137K ﹤0.01%
+12,602
2412
$136K ﹤0.01%
18,955
-2,999
2413
$136K ﹤0.01%
4,022
-37
2414
$132K ﹤0.01%
+11,798
2415
$130K ﹤0.01%
+2,831
2416
$130K ﹤0.01%
32,495
+20,158
2417
$129K ﹤0.01%
+5,829
2418
$129K ﹤0.01%
25,000
2419
$128K ﹤0.01%
11,400
-1,756
2420
$128K ﹤0.01%
50,000
2421
$128K ﹤0.01%
+194
2422
$127K ﹤0.01%
6,637
+211
2423
$127K ﹤0.01%
10,208
-673
2424
$126K ﹤0.01%
+10,546
2425
$125K ﹤0.01%
+10,574
95 96
97
98 99