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
351
$25.1M 0.04%
287,229
-52,789
352
$24.7M 0.04%
484,653
-36,794
353
$24.5M 0.04%
57,091
-73
354
$24.4M 0.04%
42,602
-6,239
355
$24.3M 0.04%
255,065
+4,048
356
$24.3M 0.04%
1,269,794
-22,681
357
$24.2M 0.04%
395,046
-1,543
358
$24M 0.04%
1,003,862
+27,692
359
$24M 0.04%
51,184
+596
360
$23.8M 0.04%
112,861
-9,279
361
$23.7M 0.04%
85,995
-32,450
362
$23.7M 0.04%
171,321
+1,033
363
$23.6M 0.04%
808,994
+4,837
364
$23.5M 0.04%
738,329
+5,839
365
$23.5M 0.04%
247,285
-6,075
366
$23.5M 0.04%
218,449
-18,454
367
$23.2M 0.04%
356,636
-4,005
368
$23M 0.04%
168,110
-5,748
369
$22.9M 0.04%
41,225
-8,102
370
$22.7M 0.04%
1,780,747
-1,581,563
371
$22.5M 0.04%
94,648
-26,641
372
$22.3M 0.04%
153,215
+37,842
373
$22M 0.04%
125,621
-8,942
374
$22M 0.04%
507,731
+258,275
375
$21.8M 0.03%
180,488
+8,746
13 14
15
16 17