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
326
$29.3M 0.05%
622,909
-143,883
327
$29.1M 0.05%
205,113
+192,915
328
$29.1M 0.05%
446,354
-16,675
329
$28.5M 0.05%
3,907,195
330
$28.5M 0.05%
265,009
+24,721
331
$27.9M 0.04%
542,211
-70,978
332
$27.9M 0.04%
109,111
-141
333
$27.8M 0.04%
276,008
+269,438
334
$27.8M 0.04%
33,502
-1,522
335
$27.6M 0.04%
1,227,904
-4,576
336
$27.1M 0.04%
227,890
-12,559
337
$27.1M 0.04%
438,294
-46,423
338
$26.5M 0.04%
531,249
+66,016
339
$26.4M 0.04%
468,416
-13,356
340
$26.3M 0.04%
1,492,289
-193,262
341
$26.2M 0.04%
107,448
-16,171
342
$25.9M 0.04%
354,779
-68,753
343
$25.9M 0.04%
275,859
+19,489
344
$25.8M 0.04%
253,365
-40,365
345
$25.8M 0.04%
+1,179,516
346
$25.7M 0.04%
270,133
-9,064
347
$25.7M 0.04%
1,038,914
+393,837
348
$25.7M 0.04%
597,255
+3,565
349
$25.4M 0.04%
17,889
-572
350
$25.3M 0.04%
308,475
-229,840
12 13
14
15 16