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
26
$436M 0.69%
2,638,730
+351,119
27
$433M 0.69%
2,550,083
+108,826
28
$411M 0.65%
3,771,324
-289,465
29
$391M 0.62%
1,970,399
-80,019
30
$380M 0.6%
4,635,036
-305,906
31
$378M 0.6%
2,410,064
-335,993
32
$368M 0.58%
2,631,749
-507,939
33
$358M 0.57%
3,304,371
+86,291
34
$356M 0.57%
6,944,496
-150,514
35
$352M 0.56%
1,133,173
+57,277
36
$339M 0.54%
3,034,510
-330,880
37
$338M 0.54%
1,423,285
-10,156
38
$338M 0.54%
641,298
-86,525
39
$314M 0.5%
2,102,786
-355,821
40
$314M 0.5%
893,679
-122,590
41
$313M 0.5%
2,839,281
-96,735
42
$307M 0.49%
866,802
-154,481
43
$305M 0.48%
2,600,709
-26,041
44
$301M 0.48%
3,201,188
-3,146
45
$296M 0.47%
4,300,872
-112,878
46
$294M 0.47%
1,463,712
+208,693
47
$293M 0.47%
3,765,121
-51,083
48
$283M 0.45%
3,930,011
+29,662
49
$281M 0.45%
3,863,979
+268,375
50
$277M 0.44%
775,393
-59,927
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