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
576
$10.8M 0.02%
41,915
-9,681
577
$10.8M 0.02%
205,930
-35,195
578
$10.8M 0.02%
27,767
-13,174
579
$10.8M 0.02%
463,177
+440,314
580
$10.8M 0.02%
121,319
-4,422
581
$10.7M 0.02%
165,518
-84,052
582
$10.7M 0.02%
375,149
-29,646
583
$10.7M 0.02%
505,028
+21,253
584
$10.6M 0.02%
93,012
-314
585
$10.5M 0.02%
6,702
+668
586
$10.5M 0.02%
130,785
+2,432
587
$10.5M 0.02%
292,173
-86,462
588
$10.5M 0.02%
200,135
+80,866
589
$10.5M 0.02%
93,700
+22,959
590
$10.4M 0.02%
64,297
-7,433
591
$10.4M 0.02%
180,116
-7,992
592
$10.4M 0.02%
459,112
+446,994
593
$10.4M 0.02%
114,775
-31,376
594
$10.4M 0.02%
55,649
-123,647
595
$10.4M 0.02%
355,773
+98,504
596
$10.3M 0.02%
23,074
-529
597
$10.3M 0.02%
22,871
+945
598
$10.3M 0.02%
193,075
+75,446
599
$10.3M 0.02%
76,215
-11,898
600
$10.3M 0.02%
606,314
-91,738
22 23
24
25 26