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
2651
– –
-6,928
2652
– –
-15,712
2653
– –
-8,156
2654
– –
-5,588
2655
– –
-9,849
2656
– –
-7,728
2657
– –
-21,422
2658
– –
-9,839
2659
– –
-212,142
2660
– –
-29,293
2661
– –
-6,461
2662
– –
-156,291
2663
– –
-11,493
2664
– –
-6,196
2665
– –
-4,108
2666
– –
-41,582
2667
– –
-19,862
2668
– –
-7,182
2669
– –
-22,015
2670
– –
-55,867
2671
– –
-15,912
2672
– –
-13,570
2673
– –
-22,087
2674
– –
-12,112
2675
– –
-39,798
105 106
107
108 109