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
851
$5.22M 0.01%
123,026
-10,469
852
$5.21M 0.01%
30,491
+5,586
853
$5.2M 0.01%
139,675
-968
854
$5.19M 0.01%
92,897
+6,524
855
$5.19M 0.01%
9,525
-3,216
856
$5.19M 0.01%
26,094
-26,389
857
$5.14M 0.01%
170,966
-3,963
858
$5.07M 0.01%
193,875
-25,100
859
$4.98M 0.01%
143,343
+604
860
$4.98M 0.01%
157,278
+17,203
861
$4.96M 0.01%
+160,257
862
$4.96M 0.01%
77,765
-1,023
863
$4.94M 0.01%
119,430
-38,064
864
$4.94M 0.01%
64,575
+9,730
865
$4.93M 0.01%
73,660
-10,969
866
$4.93M 0.01%
51,341
-590
867
$4.9M 0.01%
37,195
+1,423
868
$4.87M 0.01%
149,270
-28,039
869
$4.86M 0.01%
27,772
+999
870
$4.85M 0.01%
71,567
-65,182
871
$4.85M 0.01%
39,406
-2,177
872
$4.84M 0.01%
29,125
+2,183
873
$4.83M 0.01%
40,318
-4,556
874
$4.82M 0.01%
22,575
+5,971
875
$4.82M 0.01%
250,211
-31,694
33 34
35
36 37