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
2701
$0 ﹤0.01%
+10,000
2702
– –
-2,546
2703
– –
-17,799
2704
– –
-1,993
2705
– –
-16,404
2706
– –
-13,766
2707
– –
-2,201
2708
– –
-3,040
2709
– –
-2,158
2710
– –
-10,150
2711
– –
-11,490
2712
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-10,110
2713
– –
-47,673
2714
$0 ﹤0.01%
+26,411
2715
– –
-11,284
2716
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-31,253
2717
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-3,188
2718
– –
-4,086
2719
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-4,366
2720
– –
-122,958
2721
– –
-3,454
2722
– –
-9,592
2723
– –
-14,000
2724
– –
-752
2725
– –
-11,798
106 107 108
109
110