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
$57.4B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$133M
3
+$119M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110M
5
NXPI icon
NXP Semiconductors
NXPI
+$101M

Top Sells

1
+$139M
2
+$135M
3
+$121M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$59.4M
5
AAPL icon
Apple
AAPL
+$54.1M

Sector Composition

1 Technology 12.4%
2 Financials 9.45%
3 Healthcare 9.25%
4 Consumer Discretionary 8.01%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$80K ﹤0.01%
13,190
2552
$79K ﹤0.01%
+20,200
2553
$75K ﹤0.01%
41,593
+4,926
2554
$73K ﹤0.01%
13,093
2555
$65K ﹤0.01%
21,000
2556
$63K ﹤0.01%
3,085
2557
$62K ﹤0.01%
501
-75
2558
$60K ﹤0.01%
+10,661
2559
$55K ﹤0.01%
2,100
2560
$50K ﹤0.01%
11,423
2561
$47K ﹤0.01%
12,525
+775
2562
$38K ﹤0.01%
12,994
-1,247
2563
$35K ﹤0.01%
662
+162
2564
$34K ﹤0.01%
1,096
+17
2565
$32K ﹤0.01%
10,000
2566
$30K ﹤0.01%
16,527
2567
$11K ﹤0.01%
+1,543
2568
– –
-25,198
2569
– –
-19,855
2570
– –
-51,183
2571
– –
-35,331
2572
– –
-9,642
2573
– –
-10,729
2574
– –
-21,634
2575
– –
-17,656
101 102
103
104 105