Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
-12.46%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$54.3B
AUM Growth
-$8.88B
(-14%)
Cap. Flow
-$66.8M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
2,819
New
160
Increased
964
Reduced
1,333
Closed
205
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$168M |
| 2 |
Cummins
CMI
|
$102M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$91.5M |
| 4 |
Verizon
VZ
|
$87.5M |
| 5 |
Restaurant Brands International
QSR
|
$83.7M |
Sector Composition
| 1 | Technology | 11.51% |
| 2 | Healthcare | 9.99% |
| 3 | Financials | 8.51% |
| 4 | Consumer Staples | 6.11% |
| 5 | Consumer Discretionary | 5.93% |
