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 12.94%
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
2651
– –
-33,968
2652
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-5,474
2653
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-22,087
2654
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-12,112
2655
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2656
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-13,913
2657
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-133,957
2658
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-15,480
2659
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-11,620
2660
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-39,798
2661
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-44,041
2662
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-4,066
2663
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-64,197
2664
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-15,800
2665
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2666
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2667
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2668
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2669
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2670
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2671
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-21,435
2672
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-10,470
2673
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-36,118
2674
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-13,804
2675
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-39,500
105 106
107
108 109