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
726
$7.17M 0.01%
99,614
-10,227
727
$7.15M 0.01%
35,226
-5,699
728
$7.12M 0.01%
16,252
-1,062
729
$7.11M 0.01%
100,377
+183
730
$7.09M 0.01%
148,612
-4,837
731
$7.09M 0.01%
64,855
-2,453
732
$7.07M 0.01%
108,479
+2,163
733
$7.06M 0.01%
281,214
-1,734
734
$7.05M 0.01%
153,230
+12,547
735
$7.04M 0.01%
92,363
-49,788
736
$7.02M 0.01%
59,869
+175
737
$7.01M 0.01%
137,869
738
$6.98M 0.01%
46,328
-1,576
739
$6.96M 0.01%
31,627
-928
740
$6.93M 0.01%
334,484
-75,720
741
$6.9M 0.01%
89,249
-77
742
$6.9M 0.01%
95,523
-103,879
743
$6.89M 0.01%
181,259
+10,026
744
$6.87M 0.01%
287,799
+15,160
745
$6.85M 0.01%
135,035
-12,152
746
$6.81M 0.01%
664,081
-47,284
747
$6.78M 0.01%
+293,536
748
$6.78M 0.01%
265,544
-40,684
749
$6.76M 0.01%
260,575
-5,698
750
$6.72M 0.01%
59,711
-2,219
28 29
30
31 32