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
826
$5.66M 0.01%
213,219
-989
827
$5.66M 0.01%
5,591
+1,057
828
$5.63M 0.01%
153,474
+89,296
829
$5.61M 0.01%
+190,684
830
$5.59M 0.01%
53,019
-879
831
$5.57M 0.01%
93,323
-19,159
832
$5.56M 0.01%
75,393
-5,237
833
$5.56M 0.01%
135,942
-4,043
834
$5.54M 0.01%
15,979
+571
835
$5.5M 0.01%
16,702
+270
836
$5.5M 0.01%
155,217
-46,534
837
$5.49M 0.01%
108,112
-9,504
838
$5.48M 0.01%
49,146
-72
839
$5.46M 0.01%
33,229
+157
840
$5.45M 0.01%
137,589
+14,961
841
$5.42M 0.01%
59,557
+6,520
842
$5.4M 0.01%
9,233
+223
843
$5.39M 0.01%
161,601
+1,720
844
$5.39M 0.01%
84,562
-10,643
845
$5.32M 0.01%
34,620
+1,036
846
$5.32M 0.01%
12,902
+5,573
847
$5.27M 0.01%
41,585
-1,335
848
$5.26M 0.01%
211,764
-396
849
$5.26M 0.01%
11,479
-4,733
850
$5.22M 0.01%
263,792
-44,615
32 33
34
35 36