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
951
$3.97M 0.01%
173,128
+25,815
952
$3.96M 0.01%
92,982
-36,121
953
$3.95M 0.01%
114,824
+9,959
954
$3.93M 0.01%
36,346
+8,497
955
$3.92M 0.01%
68,540
-10,160
956
$3.92M 0.01%
23,571
+921
957
$3.92M 0.01%
232,081
+14,666
958
$3.91M 0.01%
20,180
+40
959
$3.89M 0.01%
107,781
+6,283
960
$3.89M 0.01%
55,613
-11,703
961
$3.87M 0.01%
26,089
-10,623
962
$3.87M 0.01%
60,320
-592
963
$3.86M 0.01%
15,563
-197
964
$3.8M 0.01%
48,880
+1,154
965
$3.79M 0.01%
102,622
+563
966
$3.78M 0.01%
39,468
-1,782
967
$3.78M 0.01%
148,014
-26,269
968
$3.77M 0.01%
54,467
-6,239
969
$3.77M 0.01%
47,671
+1,518
970
$3.76M 0.01%
11,635
-3,184
971
$3.75M 0.01%
329,076
+135,837
972
$3.75M 0.01%
36,194
-2,022
973
$3.74M 0.01%
168,930
-8,773
974
$3.73M 0.01%
28,625
-5,144
975
$3.73M 0.01%
205,748
-11,861
37 38
39
40 41