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
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$161M
3
+$125M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$120M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$83.4M

Top Sells

1
+$265M
2
+$253M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$121M
5
VTV icon
Vanguard Value ETF
VTV
+$116M

Sector Composition

1 Technology 12.95%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.2M 0.08%
1,421,682
-123,153
227
$50M 0.08%
556,862
+27,479
228
$49.6M 0.08%
470,938
+6,857
229
$49.4M 0.08%
289,552
-45,843
230
$49.1M 0.08%
98,514
+8,119
231
$49.1M 0.08%
1,416,350
-77,106
232
$49M 0.08%
367,538
-67,598
233
$48.9M 0.08%
69,163
-22,246
234
$48.5M 0.08%
118,153
-17,440
235
$47.6M 0.08%
254,304
-31,044
236
$47.3M 0.08%
823,700
-100,676
237
$47M 0.07%
101,471
-12,811
238
$46.6M 0.07%
448,522
+4,492
239
$46.6M 0.07%
785,911
+46,586
240
$46.5M 0.07%
918,378
+5,199
241
$46.2M 0.07%
886,653
-59,015
242
$45.7M 0.07%
396,653
-127,039
243
$45.2M 0.07%
869,001
+57,031
244
$45.2M 0.07%
219,918
-19,640
245
$45M 0.07%
315,987
-70,366
246
$44.4M 0.07%
1,729,919
+100,688
247
$44M 0.07%
245,919
-37,872
248
$43.6M 0.07%
393,786
+13,749
249
$43.4M 0.07%
882,143
-96,897
250
$43.2M 0.07%
640,898
-41,543
8 9
10
11 12