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
301
$31.9M 0.05%
262,890
-60,116
302
$31.9M 0.05%
692,420
+56,767
303
$31.8M 0.05%
546,868
-23,020
304
$31.6M 0.05%
1,701,369
-156,216
305
$31.5M 0.05%
139,970
+2,017
306
$31.4M 0.05%
324,646
-60,894
307
$31.4M 0.05%
230,745
-133,859
308
$31.1M 0.05%
163,485
-14,675
309
$30.9M 0.05%
103,311
-20,568
310
$30.9M 0.05%
440,481
-77,650
311
$30.8M 0.05%
619,222
-76,435
312
$30.8M 0.05%
536,560
-26,168
313
$30.5M 0.05%
495,942
-205,550
314
$30.5M 0.05%
294,894
+123,508
315
$30.4M 0.05%
832,974
-58,711
316
$30.4M 0.05%
174,607
-11,428
317
$30.3M 0.05%
37,603
+19,388
318
$30.1M 0.05%
649,076
+12,811
319
$30M 0.05%
229,518
-58,918
320
$29.7M 0.05%
374,799
-49,345
321
$29.7M 0.05%
117,540
-12,439
322
$29.7M 0.05%
88,725
-3,642
323
$29.6M 0.05%
130,039
-1,493
324
$29.6M 0.05%
296,238
-18,683
325
$29.5M 0.05%
584,916
+37,925
11 12
13
14 15