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
376
$21.8M 0.03%
820,196
-73,018
377
$21.7M 0.03%
184,626
+2,947
378
$21.7M 0.03%
272,488
-50,008
379
$21.6M 0.03%
814,955
+612,919
380
$21.6M 0.03%
602,552
-104,908
381
$21.6M 0.03%
547,694
-128,740
382
$21.5M 0.03%
42,078
-8,972
383
$21.5M 0.03%
246,010
-11,702
384
$21.4M 0.03%
127,231
+21,617
385
$21.4M 0.03%
1,623,485
386
$21.2M 0.03%
683,441
+319,324
387
$21.2M 0.03%
344,208
+98,731
388
$21M 0.03%
238,189
+4,227
389
$21M 0.03%
161,509
-17,610
390
$20.9M 0.03%
80,429
+69,409
391
$20.8M 0.03%
162,166
+54,672
392
$20.6M 0.03%
208,325
+130,465
393
$20.5M 0.03%
858,301
+52,933
394
$20.4M 0.03%
167,550
-18,062
395
$20.3M 0.03%
41,395
-19,356
396
$20.3M 0.03%
709,109
+144,933
397
$20.2M 0.03%
339,009
+85,204
398
$20.2M 0.03%
351,103
+7,623
399
$20.2M 0.03%
554,672
+174,075
400
$20.1M 0.03%
237,262
-1,800
14 15
16
17 18