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
926
$4.28M 0.01%
+191,009
927
$4.25M 0.01%
44,953
+3,573
928
$4.25M 0.01%
185,079
-23,921
929
$4.24M 0.01%
191,863
-23,201
930
$4.21M 0.01%
243,041
-14,673
931
$4.2M 0.01%
369,122
+347
932
$4.19M 0.01%
131,236
-28,895
933
$4.17M 0.01%
56,683
-16,390
934
$4.16M 0.01%
45,512
+488
935
$4.15M 0.01%
64,251
+2,985
936
$4.14M 0.01%
26,015
-103
937
$4.14M 0.01%
25,527
-9,221
938
$4.14M 0.01%
6,559
+130
939
$4.13M 0.01%
76,751
-29,977
940
$4.1M 0.01%
31,043
-2,623
941
$4.09M 0.01%
59,141
+45,425
942
$4.09M 0.01%
36,069
-5,641
943
$4.06M 0.01%
77,277
-2,783
944
$4.05M 0.01%
67,614
+1,201
945
$4.02M 0.01%
157,176
-21,813
946
$4.01M 0.01%
29,286
+359
947
$3.98M 0.01%
24,166
-141
948
$3.98M 0.01%
93,808
-1,270
949
$3.98M 0.01%
79,756
-1,434
950
$3.97M 0.01%
51,153
-3,710
36 37
38
39 40