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 12.95%
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
251
$43.1M 0.07%
2,703,368
-371,816
252
$42.9M 0.07%
362,865
-56,149
253
$42.3M 0.07%
1,082,556
+80,327
254
$42.2M 0.07%
176,491
-8,689
255
$42M 0.07%
810,940
+3,380
256
$42M 0.07%
530,329
-3,832
257
$41.4M 0.07%
311,555
-32,664
258
$41M 0.07%
744,516
+157,746
259
$41M 0.07%
522,890
-212,910
260
$40.9M 0.07%
1,132,713
+13,124
261
$40.7M 0.06%
706,986
-49,758
262
$40.7M 0.06%
5,039,500
-344,107
263
$40.6M 0.06%
1,174,170
-31,113
264
$40.1M 0.06%
463,497
+21,018
265
$40M 0.06%
493,517
-79,928
266
$39.9M 0.06%
511,607
-21,139
267
$39.2M 0.06%
217,899
-199
268
$39.2M 0.06%
974,373
+2,745
269
$39M 0.06%
154,807
-16,727
270
$39M 0.06%
44,381
-8,062
271
$38.9M 0.06%
922,759
+9,185
272
$38.5M 0.06%
803,590
-191,624
273
$38.4M 0.06%
665,661
+11,343
274
$38.2M 0.06%
370,745
-503,240
275
$38M 0.06%
490,594
+1,194
9 10
11
12 13