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
551
$11.7M 0.02%
180,006
-36,733
552
$11.6M 0.02%
341,309
+11,279
553
$11.6M 0.02%
+140,725
554
$11.5M 0.02%
197,346
-4,952
555
$11.5M 0.02%
113,654
-351
556
$11.5M 0.02%
105,812
-12,975
557
$11.4M 0.02%
218,828
+5,427
558
$11.4M 0.02%
123,409
+120,854
559
$11.4M 0.02%
231,093
+19,367
560
$11.4M 0.02%
32,338
-4,435
561
$11.3M 0.02%
306,704
+61,651
562
$11.3M 0.02%
39,904
-127
563
$11.3M 0.02%
135,070
-16,134
564
$11.3M 0.02%
230,785
+54,017
565
$11.2M 0.02%
145,365
+10,921
566
$11.2M 0.02%
188,073
+7,977
567
$11.2M 0.02%
41,084
-3,536
568
$11.2M 0.02%
34,619
-5,150
569
$11.2M 0.02%
206,890
+55,843
570
$11.1M 0.02%
39,026
+370
571
$11.1M 0.02%
76,769
-14,341
572
$11M 0.02%
255,124
+36,363
573
$11M 0.02%
180,244
-22,554
574
$10.9M 0.02%
240,856
-159,122
575
$10.9M 0.02%
235,990
+40,629
21 22
23
24 25