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
2476
$198K ﹤0.01%
15,450
-6,807
2477
$194K ﹤0.01%
44,190
-16,277
2478
$193K ﹤0.01%
10,244
-2,240
2479
$193K ﹤0.01%
15,382
+613
2480
$192K ﹤0.01%
10,691
2481
$191K ﹤0.01%
12,329
-11,097
2482
$189K ﹤0.01%
20,887
-5,848
2483
$189K ﹤0.01%
10,046
2484
$187K ﹤0.01%
36,587
-1,547
2485
$186K ﹤0.01%
6,676
2486
$186K ﹤0.01%
11,220
2487
$185K ﹤0.01%
13,747
+1,223
2488
$182K ﹤0.01%
14,951
-8,609
2489
$180K ﹤0.01%
10,114
-267
2490
$179K ﹤0.01%
11,955
-1,290
2491
$178K ﹤0.01%
25,900
-3,800
2492
$176K ﹤0.01%
15,034
-787
2493
$175K ﹤0.01%
16,829
2494
$172K ﹤0.01%
12,653
+1,086
2495
$171K ﹤0.01%
13,160
2496
$170K ﹤0.01%
+17,198
2497
$166K ﹤0.01%
20,018
-11,065
2498
$164K ﹤0.01%
11,714
+8
2499
$164K ﹤0.01%
21,099
-154
2500
$162K ﹤0.01%
19,432
+1,646
98 99
100
101 102