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
676
$8.42M 0.01%
156,010
+1,582
677
$8.4M 0.01%
139,826
-22,649
678
$8.37M 0.01%
61,784
+2,531
679
$8.35M 0.01%
312,210
-69
680
$8.27M 0.01%
93,928
-1,911
681
$8.26M 0.01%
280,804
682
$8.26M 0.01%
116,090
+20,109
683
$8.25M 0.01%
60,198
+3,947
684
$8.16M 0.01%
251,952
-1,124
685
$8.15M 0.01%
80,704
-12,807
686
$8.13M 0.01%
68,176
+1,022
687
$8.12M 0.01%
95,207
-28,481
688
$8.11M 0.01%
94,951
-69,857
689
$8.04M 0.01%
157,618
-618
690
$8.04M 0.01%
102,906
+7,289
691
$8.02M 0.01%
53,722
-413
692
$8.01M 0.01%
248,885
+11,360
693
$8M 0.01%
66,793
-4,284
694
$7.95M 0.01%
154,011
-3,018
695
$7.91M 0.01%
97,730
-64,235
696
$7.89M 0.01%
102,865
+2,527
697
$7.87M 0.01%
258,496
+163,435
698
$7.86M 0.01%
27,224
-3,761
699
$7.81M 0.01%
304,767
-11,851
700
$7.78M 0.01%
199,634
+17,357
26 27
28
29 30