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
276
$37.4M 0.06%
838,765
-1,541
277
$37.3M 0.06%
477,788
-38,928
278
$37M 0.06%
674,267
-49,709
279
$36.6M 0.06%
122,137
-10,232
280
$36.2M 0.06%
167,666
-45,178
281
$35.6M 0.06%
98,626
+12,728
282
$35.6M 0.06%
198,700
-38,277
283
$35.4M 0.06%
1,100,235
-13,845
284
$35.2M 0.06%
309,100
-17,324
285
$35.1M 0.06%
932,269
-73,388
286
$34.7M 0.06%
223,564
-5,203
287
$34.7M 0.06%
671,199
+70,168
288
$34.6M 0.06%
264,183
-232,649
289
$34.4M 0.05%
45,433
+13,362
290
$34.1M 0.05%
172,903
-40,313
291
$34M 0.05%
182,373
+8,520
292
$34M 0.05%
334,092
+128,336
293
$33.6M 0.05%
228,559
+17,577
294
$33.4M 0.05%
72,469
-1,513
295
$32.9M 0.05%
405,601
-79,719
296
$32.9M 0.05%
443,501
-57,457
297
$32.8M 0.05%
634,152
+251,258
298
$32.5M 0.05%
511,111
+11,328
299
$32.3M 0.05%
1,717,521
-464,946
300
$32M 0.05%
921,160
+570,760
10 11
12
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