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
751
$6.71M 0.01%
+228,836
752
$6.7M 0.01%
209,001
-272
753
$6.69M 0.01%
96,538
-75,373
754
$6.67M 0.01%
105,300
-15,092
755
$6.67M 0.01%
198,669
-7,498
756
$6.67M 0.01%
97,593
+3,056
757
$6.66M 0.01%
203,513
-24,642
758
$6.65M 0.01%
80,236
+1,114
759
$6.63M 0.01%
577,928
-17,532
760
$6.61M 0.01%
129,658
-3,481
761
$6.6M 0.01%
69,698
-1,231
762
$6.6M 0.01%
30,341
-2,193
763
$6.58M 0.01%
76,392
+2,306
764
$6.58M 0.01%
30,855
+914
765
$6.55M 0.01%
250,879
-72,456
766
$6.54M 0.01%
53,734
-10,723
767
$6.52M 0.01%
143,152
+21,880
768
$6.51M 0.01%
103,961
-12,521
769
$6.5M 0.01%
19,415
+605
770
$6.49M 0.01%
61,466
-14,440
771
$6.47M 0.01%
39,206
-4,651
772
$6.45M 0.01%
51,997
-24,088
773
$6.45M 0.01%
586,000
-46,070
774
$6.42M 0.01%
26,976
-149
775
$6.4M 0.01%
63,366
+37,645
29 30
31
32 33