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
701
$7.76M 0.01%
53,711
-20,738
702
$7.75M 0.01%
42,217
-303
703
$7.7M 0.01%
421,379
+5,873
704
$7.65M 0.01%
273,235
+40,211
705
$7.64M 0.01%
85,073
-10,753
706
$7.63M 0.01%
53,482
-10,337
707
$7.62M 0.01%
770,014
+8,303
708
$7.61M 0.01%
273,228
709
$7.6M 0.01%
98,408
-16,221
710
$7.54M 0.01%
246,530
+40,586
711
$7.51M 0.01%
307,568
-2,056
712
$7.5M 0.01%
105,929
-85,536
713
$7.41M 0.01%
+93,223
714
$7.4M 0.01%
58,427
-547
715
$7.4M 0.01%
32,565
-94,294
716
$7.36M 0.01%
273,603
+67,932
717
$7.36M 0.01%
67,846
-169
718
$7.34M 0.01%
84,989
-42,124
719
$7.32M 0.01%
335,991
+3,889
720
$7.25M 0.01%
6,231
-695
721
$7.25M 0.01%
403,753
+379,687
722
$7.22M 0.01%
118,037
-5,661
723
$7.22M 0.01%
353,673
-17,068
724
$7.22M 0.01%
150,854
+22,688
725
$7.18M 0.01%
94,834
-15,770
27 28
29
30 31