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
601
$10.2M 0.02%
101,276
+27,367
602
$10.1M 0.02%
165,729
-30,452
603
$10.1M 0.02%
201,628
-160,193
604
$10.1M 0.02%
46,187
+2,554
605
$10.1M 0.02%
292,500
-69,204
606
$10M 0.02%
285,560
+28,796
607
$10M 0.02%
+526,229
608
$9.99M 0.02%
149,934
+536
609
$9.94M 0.02%
105,080
-1,196
610
$9.93M 0.02%
125,647
+13,262
611
$9.93M 0.02%
179,007
+2,470
612
$9.92M 0.02%
184,176
+40,108
613
$9.89M 0.02%
210,281
+56,460
614
$9.87M 0.02%
69,300
-13,530
615
$9.86M 0.02%
130,344
+1,656
616
$9.86M 0.02%
492,890
-183,411
617
$9.81M 0.02%
112,684
-16,440
618
$9.81M 0.02%
97,797
+1,003
619
$9.76M 0.02%
263,415
-4,035
620
$9.74M 0.02%
234,325
-38,325
621
$9.71M 0.02%
141,906
+6,358
622
$9.7M 0.02%
164,527
-97,230
623
$9.68M 0.02%
152,395
-1,819
624
$9.68M 0.02%
40,955
-1,106
625
$9.64M 0.02%
254,394
+243,884
23 24
25
26 27