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
$57.4B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$133M
3
+$119M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110M
5
NXPI icon
NXP Semiconductors
NXPI
+$101M

Top Sells

1
+$139M
2
+$135M
3
+$121M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$59.4M
5
AAPL icon
Apple
AAPL
+$54.1M

Sector Composition

1 Technology 12.4%
2 Financials 9.45%
3 Healthcare 9.25%
4 Consumer Discretionary 8.01%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
– –
0
2677
– –
-4,849
2678
– –
-50,190
2679
– –
-3,607
2680
– –
-20,982
2681
– –
-11,798
2682
– –
-5,829
2683
– –
-49,605
2684
– –
-14,424
2685
– –
-28,015
2686
– –
-14,687
2687
– –
-8,751
2688
– –
-38,427
2689
– –
-13,245
2690
– –
-575,477
2691
– –
-5,867
2692
– –
-1,656
2693
– –
-3,400
2694
– –
-10,905
2695
– –
-13,927
2696
– –
-21,427
2697
– –
-21,210
2698
– –
-10,425
2699
– –
-6,707
2700
– –
-90,924
106 107
108
109 110