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
401
$20.1M 0.03%
305,459
+35,045
402
$20M 0.03%
737,437
+76,974
403
$19.9M 0.03%
586,060
+42,019
404
$19.9M 0.03%
79,525
-804
405
$19.9M 0.03%
218,748
+11,121
406
$19.9M 0.03%
735,264
-16,771
407
$19.9M 0.03%
141,835
-22,913
408
$19.7M 0.03%
191,219
+136,370
409
$19.7M 0.03%
96,974
-7,932
410
$19.6M 0.03%
102,649
-2,913
411
$19.6M 0.03%
154,817
+17,263
412
$19.6M 0.03%
778,936
+2,289
413
$19.4M 0.03%
155,403
-2,061
414
$19.4M 0.03%
463,358
-54,134
415
$19.3M 0.03%
834,440
+94,161
416
$19.2M 0.03%
200,155
-121
417
$19.2M 0.03%
791,348
-5,664
418
$19.2M 0.03%
294,454
+16,970
419
$19.1M 0.03%
340,999
+158,523
420
$19M 0.03%
361,137
+8,321
421
$19M 0.03%
104,256
-5,479
422
$18.9M 0.03%
161,081
-1,536
423
$18.8M 0.03%
123,319
+5,866
424
$18.7M 0.03%
705,212
+236,987
425
$18.7M 0.03%
177,870
-4,994
15 16
17
18 19