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
901
$4.5M 0.01%
38,801
+2,196
902
$4.5M 0.01%
41,428
-1,026
903
$4.47M 0.01%
185,571
+14,837
904
$4.47M 0.01%
47,201
-5,006
905
$4.46M 0.01%
201,973
-49
906
$4.46M 0.01%
57,062
-460
907
$4.46M 0.01%
106,743
+20,976
908
$4.44M 0.01%
126,089
+1,243
909
$4.44M 0.01%
80,095
+54,494
910
$4.4M 0.01%
347,567
-23,226
911
$4.39M 0.01%
101,497
-15,511
912
$4.37M 0.01%
87,587
+55,073
913
$4.36M 0.01%
38,870
-233
914
$4.36M 0.01%
53,695
-3,080
915
$4.36M 0.01%
115,984
-7,846
916
$4.31M 0.01%
119,210
-871
917
$4.31M 0.01%
40,581
+78
918
$4.31M 0.01%
46,281
-1,828
919
$4.3M 0.01%
80,784
+7,140
920
$4.3M 0.01%
41,093
-328
921
$4.3M 0.01%
73,024
-78,620
922
$4.29M 0.01%
66,543
-2,668
923
$4.29M 0.01%
117,398
+1,700
924
$4.29M 0.01%
179,869
-5,161
925
$4.28M 0.01%
103,114
-3,474
35 36
37
38 39