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
2601
– –
-11,620
2602
– –
-44,041
2603
– –
-4,066
2604
– –
-64,197
2605
– –
-15,800
2606
– –
-8,877
2607
– –
-11,705
2608
– –
-72,682
2609
$0 ﹤0.01%
29,784
-271
2610
– –
-558
2611
– –
-2,569
2612
– –
-11,122
2613
– –
-3,360
2614
– –
-2,468
2615
– –
-8,780
2616
– –
-51,139
2617
– –
-11,109
2618
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-5,577
2619
– –
-4,779
2620
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-12,443
2621
– –
-13,706
2622
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-30,128
2623
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-17,126
2624
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-25,582
2625
– –
-15,085
103 104
105
106 107