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
526
$12.7M 0.02%
57,397
-1,531
527
$12.6M 0.02%
217,443
-46,036
528
$12.5M 0.02%
298,938
+79,870
529
$12.4M 0.02%
196,119
+10,326
530
$12.4M 0.02%
45,220
-7,696
531
$12.3M 0.02%
244,992
+20,368
532
$12.3M 0.02%
941,853
-87,352
533
$12.3M 0.02%
234,301
+16,374
534
$12.2M 0.02%
78,868
+4,269
535
$12.1M 0.02%
73,846
-2,272
536
$12.1M 0.02%
677,444
+241,941
537
$12M 0.02%
148,636
+26,863
538
$12M 0.02%
252,626
-17,086
539
$12M 0.02%
248,933
-30,189
540
$12M 0.02%
208,204
-26,210
541
$11.9M 0.02%
32,907
-9,494
542
$11.9M 0.02%
79,784
-1,052
543
$11.9M 0.02%
159,938
-16,996
544
$11.8M 0.02%
52,932
+31,597
545
$11.8M 0.02%
363,362
+86,383
546
$11.8M 0.02%
29,649
+241
547
$11.8M 0.02%
385,571
+13,491
548
$11.8M 0.02%
252,902
+34,440
549
$11.7M 0.02%
227,348
-75,399
550
$11.7M 0.02%
126,852
-2,531
20 21
22
23 24