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
451
$17.3M 0.03%
66,138
-34,132
452
$17.2M 0.03%
359,606
-46,132
453
$17.2M 0.03%
164,927
+5,072
454
$17.2M 0.03%
223,159
-7,084
455
$17M 0.03%
172,968
+36,510
456
$16.9M 0.03%
479,687
-8,016
457
$16.6M 0.03%
326,150
-12,409
458
$16.5M 0.03%
980,600
-119,687
459
$16.4M 0.03%
52,640
-19,482
460
$16.4M 0.03%
243,690
+5,289
461
$16.4M 0.03%
469,970
+359,870
462
$16.4M 0.03%
125,293
+1,847
463
$16.3M 0.03%
568,297
-106,665
464
$16.1M 0.03%
541,158
+172,084
465
$16.1M 0.03%
83,532
-7,853
466
$16M 0.03%
60,705
+169
467
$16M 0.03%
160,316
-6,924
468
$15.9M 0.03%
70,722
-20,832
469
$15.9M 0.03%
58,075
+19,244
470
$15.7M 0.03%
263,771
-7,846
471
$15.7M 0.03%
210,932
+22,231
472
$15.7M 0.02%
122,013
-32,123
473
$15.6M 0.02%
173,563
-3,416
474
$15.5M 0.02%
194,496
-19,652
475
$15.5M 0.02%
214,485
-16,522
17 18
19
20 21