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
626
$9.63M 0.02%
204,952
+91,603
627
$9.61M 0.02%
507,240
+110,360
628
$9.6M 0.02%
367,896
+136,118
629
$9.59M 0.02%
339,581
-14,411
630
$9.46M 0.02%
132,432
-12,060
631
$9.46M 0.02%
183,473
+5,466
632
$9.41M 0.02%
227,705
-10,093
633
$9.4M 0.02%
111,525
+4,450
634
$9.36M 0.01%
98,741
+4,285
635
$9.35M 0.01%
34,531
-674
636
$9.31M 0.01%
371,238
+33,326
637
$9.29M 0.01%
113,911
-9,547
638
$9.25M 0.01%
31,799
-8,400
639
$9.22M 0.01%
30,227
-8,554
640
$9.19M 0.01%
109,846
+10,907
641
$9.18M 0.01%
17,836
-9,790
642
$9.15M 0.01%
37,859
-3,829
643
$9.1M 0.01%
173,716
-68,378
644
$9.06M 0.01%
437,059
+427,052
645
$9.06M 0.01%
245,000
+54,179
646
$9.04M 0.01%
177,067
-3,614
647
$9.03M 0.01%
255,180
+3,588
648
$9.01M 0.01%
74,170
-10,692
649
$8.98M 0.01%
380,110
-11,370
650
$8.96M 0.01%
41,634
-4,848
24 25
26
27 28