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
51
$269M 0.43%
3,569,039
+142,039
52
$268M 0.43%
1,570,153
-110,301
53
$267M 0.42%
328,293
-74,263
54
$252M 0.4%
533,464
-48,655
55
$245M 0.39%
1,559,603
-8,641
56
$228M 0.36%
2,027,686
+1,430,637
57
$226M 0.36%
1,171,708
-89,380
58
$226M 0.36%
920,360
-24,563
59
$223M 0.35%
1,609,017
-122,857
60
$219M 0.35%
331,886
-38,839
61
$215M 0.34%
3,834,700
+71,097
62
$212M 0.34%
2,887,155
+78,261
63
$212M 0.34%
548,443
-54,701
64
$209M 0.33%
2,087,646
-98,286
65
$208M 0.33%
1,162,381
-63,568
66
$206M 0.33%
1,016,934
-79,590
67
$205M 0.33%
3,894,474
-153,504
68
$202M 0.32%
1,919,593
-35,961
69
$202M 0.32%
2,040,619
+216,532
70
$201M 0.32%
528,770
-48,841
71
$199M 0.32%
1,356,303
-165,810
72
$193M 0.31%
670,942
-90,913
73
$192M 0.3%
700,099
+186,894
74
$189M 0.3%
813,300
-90,871
75
$187M 0.3%
1,991,584
-98,293
1 2
3
4 5