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
2576
$31.5K ﹤0.01%
11,750
2577
$29.3K ﹤0.01%
+27,115
2578
$28.7K ﹤0.01%
613
-690
2579
$27.3K ﹤0.01%
13,000
+1,000
2580
$23.8K ﹤0.01%
+28,034
2581
$21.9K ﹤0.01%
25,445
2582
$19.8K ﹤0.01%
10,000
2583
$19.2K ﹤0.01%
10,948
+148
2584
$19.1K ﹤0.01%
12,500
+500
2585
$17.6K ﹤0.01%
20,738
2586
$10.8K ﹤0.01%
620
-3,630
2587
$10.3K ﹤0.01%
36,667
2588
$5.22K ﹤0.01%
+1,097
2589
– –
-17,692
2590
– –
-12,408
2591
– –
-7,056
2592
– –
-6,170
2593
– –
-22,161
2594
– –
-10,770
2595
– –
-33,968
2596
– –
-5,474
2597
– –
-61,439
2598
– –
-13,913
2599
– –
-133,957
2600
– –
-15,480
102 103
104
105 106