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
2451
$86K ﹤0.01%
10,729
-115,258
2452
$83K ﹤0.01%
15,092
-1,219
2453
$82K ﹤0.01%
12,024
-4,499
2454
$81K ﹤0.01%
+1,053
2455
$81K ﹤0.01%
+12,500
2456
$78K ﹤0.01%
10,623
-18,217
2457
$75K ﹤0.01%
+21,000
2458
$74K ﹤0.01%
+11,000
2459
$73K ﹤0.01%
23,394
+1,300
2460
$72K ﹤0.01%
10,750
-7,800
2461
$68K ﹤0.01%
+576
2462
$68K ﹤0.01%
13,093
-1,103
2463
$67K ﹤0.01%
14,000
2464
$67K ﹤0.01%
+2,770
2465
$63K ﹤0.01%
3,085
2466
$63K ﹤0.01%
+2,100
2467
$60K ﹤0.01%
+470
2468
$59K ﹤0.01%
10,181
-17,186
2469
$58K ﹤0.01%
13,190
2470
$58K ﹤0.01%
+10,000
2471
$57K ﹤0.01%
36,667
2472
$55K ﹤0.01%
10,000
2473
$48K ﹤0.01%
+11,423
2474
$47K ﹤0.01%
15,362
+2,971
2475
$46K ﹤0.01%
11,684
-10,434
97 98
99
100 101