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
801
$6.12M 0.01%
190,286
-32,843
802
$6.12M 0.01%
105,584
+3,243
803
$6.03M 0.01%
362,480
+29,079
804
$5.99M 0.01%
105,261
+874
805
$5.98M 0.01%
37,268
-214
806
$5.96M 0.01%
74,593
-13,527
807
$5.93M 0.01%
82,980
+2,483
808
$5.91M 0.01%
91,631
-29,681
809
$5.9M 0.01%
113,280
-13,797
810
$5.87M 0.01%
37,445
+1,129
811
$5.87M 0.01%
77,758
-47,215
812
$5.85M 0.01%
102,839
-12,404
813
$5.82M 0.01%
87,171
+2,017
814
$5.78M 0.01%
65,773
-1,520
815
$5.77M 0.01%
92,542
+8,786
816
$5.76M 0.01%
32,945
+10,259
817
$5.75M 0.01%
38,000
-4,325
818
$5.75M 0.01%
63,764
-1,448
819
$5.75M 0.01%
35,924
+2,292
820
$5.74M 0.01%
124,211
+7,509
821
$5.72M 0.01%
206,189
-13,921
822
$5.71M 0.01%
42,153
+4,107
823
$5.7M 0.01%
115,407
-13,759
824
$5.67M 0.01%
13,879
+1,724
825
$5.67M 0.01%
607,618
-12,220
31 32
33
34 35