Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
+10.69%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$62.8B
AUM Growth
+$3.06B
(+5.1%)
Cap. Flow
-$2.91B
Cap. Flow
% of AUM
-4.63%
Top 10 Holdings %
Top 10 Hldgs %
22.02%
Holding
2,749
New
183
Increased
828
Reduced
1,507
Closed
133
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$203M |
| 2 |
DFS
Discover Financial Services
DFS
|
$161M |
| 3 |
Microchip Technology
MCHP
|
$125M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$120M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$83.4M |
Top Sells
| 1 |
Apple
AAPL
|
$265M |
| 2 |
Microsoft
MSFT
|
$253M |
| 3 |
Marsh & McLennan
MMC
|
$148M |
| 4 |
Amazon
AMZN
|
$121M |
| 5 |
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% |
