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
426
$18.6M 0.03%
223,252
-7,480
427
$18.5M 0.03%
816,201
+11,289
428
$18.4M 0.03%
287,112
+87,534
429
$18.4M 0.03%
130,872
-7,603
430
$18.4M 0.03%
435,339
+3,878
431
$18.2M 0.03%
126,322
-4,976
432
$18.2M 0.03%
181,149
+33,585
433
$18.1M 0.03%
88,026
+3,250
434
$17.9M 0.03%
833,310
+297,178
435
$17.8M 0.03%
545,972
-51,899
436
$17.8M 0.03%
253,380
+17,250
437
$17.7M 0.03%
176,570
+3,739
438
$17.7M 0.03%
228,706
-49,330
439
$17.7M 0.03%
228,682
-15,012
440
$17.7M 0.03%
189,560
-9,676
441
$17.6M 0.03%
286,288
-533,721
442
$17.5M 0.03%
115,155
-27,271
443
$17.5M 0.03%
56,361
-10,351
444
$17.5M 0.03%
57,445
+1,156
445
$17.5M 0.03%
172,277
-15,438
446
$17.5M 0.03%
142,437
+16,716
447
$17.4M 0.03%
79,824
+4,480
448
$17.4M 0.03%
702,945
+472,730
449
$17.4M 0.03%
384,384
-20,432
450
$17.3M 0.03%
396,818
+4,654
16 17
18
19 20