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
2551
$79.5K ﹤0.01%
11,434
-2,320
2552
$77.2K ﹤0.01%
1,055
-538
2553
$75.2K ﹤0.01%
1,535
2554
$71.5K ﹤0.01%
11,667
-921
2555
$71.1K ﹤0.01%
+11,115
2556
$70.8K ﹤0.01%
37,279
+6,667
2557
$68.8K ﹤0.01%
20,112
-1,750
2558
$67.4K ﹤0.01%
3,035
2559
$63.1K ﹤0.01%
11,521
2560
$60.5K ﹤0.01%
45,500
2561
$56.9K ﹤0.01%
7,500
2562
$53.3K ﹤0.01%
11,227
2563
$52.9K ﹤0.01%
14,945
-16,175
2564
$47.3K ﹤0.01%
25,868
-205,053
2565
$46.7K ﹤0.01%
10,411
-4,385
2566
$45.1K ﹤0.01%
12,000
2567
$44.7K ﹤0.01%
59,992
2568
$43.6K ﹤0.01%
11,177
-10,838
2569
$42.4K ﹤0.01%
+14,385
2570
$41.5K ﹤0.01%
12,073
+1,517
2571
$41K ﹤0.01%
22,953
-113
2572
$38.2K ﹤0.01%
20,000
2573
$33.9K ﹤0.01%
4
2574
$32.1K ﹤0.01%
+680
2575
$31.9K ﹤0.01%
63,867
101 102
103
104 105