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
501
$14.2M 0.02%
294,483
-308,187
502
$14.1M 0.02%
413,552
-141,713
503
$14.1M 0.02%
184,915
-2,115
504
$14.1M 0.02%
68,368
-3,649
505
$13.9M 0.02%
23,944
-4,032
506
$13.9M 0.02%
369,258
-48,098
507
$13.9M 0.02%
140,685
-21,105
508
$13.8M 0.02%
148,363
-11,778
509
$13.6M 0.02%
91,961
-25,310
510
$13.6M 0.02%
448,038
-84,011
511
$13.5M 0.02%
234,650
-73,167
512
$13.5M 0.02%
1,105,645
-359,390
513
$13.5M 0.02%
194,758
-12,233
514
$13.4M 0.02%
172,601
-28,728
515
$13.4M 0.02%
314,200
+213,014
516
$13.4M 0.02%
9,410
-307
517
$13.3M 0.02%
652,060
+618,052
518
$13.3M 0.02%
5,146
-1,813
519
$13.2M 0.02%
263,064
-3,203
520
$13.2M 0.02%
111,892
-13,808
521
$13.2M 0.02%
85,413
-1,238
522
$13.1M 0.02%
75,072
-12,974
523
$13M 0.02%
523,621
-106,303
524
$12.8M 0.02%
925,211
+3,278
525
$12.7M 0.02%
58,624
-7,294
19 20
21
22 23