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
– –
-31,253
2702
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-3,188
2703
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-4,366
2704
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-122,958
2705
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2706
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-9,592
2707
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-14,000
2708
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-752
2709
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-11,798
2710
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-2,273
2711
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-1,258
2712
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-3,191
2713
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-8
2714
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-93,149
2715
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-32,808
2716
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-4,200
2717
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-13,081
2718
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-180,818
2719
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-25,198
2720
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-19,855
2721
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-51,183
2722
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-35,331
2723
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-9,642
2724
– –
-10,729
2725
– –
-21,634
106 107 108
109
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