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
2426
$119K ﹤0.01%
10,000
2427
$119K ﹤0.01%
17,851
2428
$119K ﹤0.01%
15,000
-4,850
2429
$118K ﹤0.01%
16,666
2430
$116K ﹤0.01%
11,268
-983
2431
$114K ﹤0.01%
13,456
-21,744
2432
$112K ﹤0.01%
+11,284
2433
$110K ﹤0.01%
3,607
-14,466
2434
$110K ﹤0.01%
32,808
+4,105
2435
$109K ﹤0.01%
+16,454
2436
$108K ﹤0.01%
10,876
+853
2437
$106K ﹤0.01%
6,367
-50,560
2438
$105K ﹤0.01%
+15,845
2439
$102K ﹤0.01%
10,905
-338
2440
$100K ﹤0.01%
14,545
-2,765
2441
$98K ﹤0.01%
13,107
-59,268
2442
$97K ﹤0.01%
10,350
-960
2443
$97K ﹤0.01%
10,025
-2,079
2444
$96K ﹤0.01%
16,562
2445
$95K ﹤0.01%
11,584
+76
2446
$95K ﹤0.01%
10,150
2447
$95K ﹤0.01%
40,997
-3,647
2448
$90K ﹤0.01%
+17,079
2449
$90K ﹤0.01%
13,024
+1,814
2450
$89K ﹤0.01%
10,110
96 97
98
99 100