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
651
$8.96M 0.01%
144,788
+66,524
652
$8.95M 0.01%
928,620
-255,813
653
$8.95M 0.01%
180,536
+7,554
654
$8.93M 0.01%
54,672
-573
655
$8.93M 0.01%
86,826
-4,076
656
$8.93M 0.01%
89,765
-14,758
657
$8.93M 0.01%
37,271
-1,007
658
$8.89M 0.01%
83,641
-6,217
659
$8.88M 0.01%
53,871
+1,252
660
$8.81M 0.01%
74,487
-145
661
$8.79M 0.01%
34,638
-1,251
662
$8.78M 0.01%
89,886
-18,575
663
$8.74M 0.01%
203,482
-16,760
664
$8.73M 0.01%
88,118
+3,703
665
$8.72M 0.01%
19,546
+1,601
666
$8.71M 0.01%
103,454
+6,731
667
$8.61M 0.01%
188,339
-42,797
668
$8.61M 0.01%
72,892
-10,390
669
$8.58M 0.01%
257,083
+11,239
670
$8.57M 0.01%
295,477
-1,577,389
671
$8.52M 0.01%
90,399
+227
672
$8.48M 0.01%
151,728
-1,520
673
$8.44M 0.01%
177,096
-7,451
674
$8.43M 0.01%
112,866
-8,172
675
$8.43M 0.01%
91,337
+12,241
25 26
27
28 29