Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$190M
2
+$132M
3
+$113M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$112M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80M

Top Sells

1
+$254M
2
+$239M
3
+$151M
4
AMZN icon
Amazon
AMZN
+$111M
5
VTV icon
Vanguard Value ETF
VTV
+$109M

Sector Composition

1 Technology 12.94%
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
2626
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-8,156
2627
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-5,588
2628
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-9,849
2629
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-7,728
2630
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2631
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-9,839
2632
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2633
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-29,293
2634
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-6,461
2635
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2636
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2637
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2638
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2639
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2640
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-10,770
2641
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2642
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2643
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2644
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2645
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2646
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-13,570
2647
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-22,087
2648
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-12,112
2649
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-61,439
2650
– –
-13,913
104 105
106
107 108