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
876
$4.8M 0.01%
194,900
-10,428
877
$4.76M 0.01%
14,456
-189
878
$4.74M 0.01%
67,495
-7,351
879
$4.74M 0.01%
95,058
-7,169
880
$4.73M 0.01%
13,970
+1,432
881
$4.72M 0.01%
61,467
+1,932
882
$4.71M 0.01%
35,272
-1,005
883
$4.68M 0.01%
139,584
+6,338
884
$4.68M 0.01%
52,067
+2,168
885
$4.67M 0.01%
201,900
+6,090
886
$4.66M 0.01%
47,015
+1,813
887
$4.65M 0.01%
84,407
-1,560
888
$4.62M 0.01%
88,456
-42,061
889
$4.6M 0.01%
33,091
-1,141
890
$4.59M 0.01%
64,024
+2,134
891
$4.58M 0.01%
169,972
-2,791
892
$4.58M 0.01%
121,945
+10,056
893
$4.56M 0.01%
68,760
+382
894
$4.56M 0.01%
121,099
+376
895
$4.55M 0.01%
20,223
-97
896
$4.52M 0.01%
201,633
-150,835
897
$4.52M 0.01%
153,290
+781
898
$4.52M 0.01%
57,680
-247
899
$4.51M 0.01%
65,899
-4,723
900
$4.5M 0.01%
30,797
-27,940
34 35
36
37 38