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
2501
$160K ﹤0.01%
+22,222
2502
$160K ﹤0.01%
18,250
2503
$156K ﹤0.01%
11,478
-9,187
2504
$143K ﹤0.01%
16,121
-6,745
2505
$143K ﹤0.01%
34,475
+1,279
2506
$142K ﹤0.01%
18,475
-3,683
2507
$142K ﹤0.01%
12,625
2508
$142K ﹤0.01%
10,000
2509
$140K ﹤0.01%
14,370
-3,042
2510
$140K ﹤0.01%
10,347
+32
2511
$140K ﹤0.01%
18,033
-4,509
2512
$137K ﹤0.01%
1,715
2513
$136K ﹤0.01%
16,228
-104,719
2514
$129K ﹤0.01%
5,174
+405
2515
$127K ﹤0.01%
13,590
2516
$126K ﹤0.01%
12,335
2517
$125K ﹤0.01%
17,776
+115
2518
$124K ﹤0.01%
11,721
-1,108
2519
$123K ﹤0.01%
+11,304
2520
$123K ﹤0.01%
13,968
-13,595
2521
$119K ﹤0.01%
2,829
+207
2522
$119K ﹤0.01%
12,000
-900
2523
$118K ﹤0.01%
11,884
-13,388
2524
$117K ﹤0.01%
+10,698
2525
$116K ﹤0.01%
18,250
+4,500
99 100
101
102 103