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
476
$15.5M 0.02%
430,386
-1,294,240
477
$15.4M 0.02%
190,317
+6,475
478
$15.3M 0.02%
324,495
+34,193
479
$15.3M 0.02%
229,053
-10,964
480
$15.3M 0.02%
95,767
-45,318
481
$15.3M 0.02%
512,148
+52,115
482
$15.2M 0.02%
72,251
-10,133
483
$15.2M 0.02%
291,527
+52,799
484
$15.1M 0.02%
247,474
-7,159
485
$15.1M 0.02%
515,828
-127,247
486
$14.9M 0.02%
287,194
-103,298
487
$14.9M 0.02%
223,999
+6,023
488
$14.9M 0.02%
31,204
+67
489
$14.9M 0.02%
116,749
+89
490
$14.8M 0.02%
77,172
+2,511
491
$14.8M 0.02%
59,781
-825
492
$14.8M 0.02%
175,028
-27,739
493
$14.7M 0.02%
71,209
+60,884
494
$14.6M 0.02%
983,040
+83,077
495
$14.5M 0.02%
169,047
-7,253
496
$14.4M 0.02%
178,153
-15,620
497
$14.3M 0.02%
366,734
-78,393
498
$14.3M 0.02%
277,450
+12,445
499
$14.3M 0.02%
62,962
-2,884
500
$14.2M 0.02%
25,184
-3,329
18 19
20
21 22