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
76
$187M 0.3%
4,271,831
-328,369
77
$185M 0.29%
3,434,189
+134,285
78
$184M 0.29%
2,329,096
-262,052
79
$179M 0.28%
4,840,843
-357,061
80
$178M 0.28%
2,110,744
-223,497
81
$176M 0.28%
1,505,448
+84,251
82
$170M 0.27%
1,099,780
-9,885
83
$168M 0.27%
288,705
-9,665
84
$167M 0.26%
1,512,329
+306,437
85
$165M 0.26%
4,094,395
-668,539
86
$164M 0.26%
2,821,490
-26,489
87
$164M 0.26%
1,815,013
+1,386,924
88
$163M 0.26%
3,516,173
+445,228
89
$161M 0.26%
2,240,146
-24,777
90
$159M 0.25%
272,033
-35,553
91
$158M 0.25%
1,364,100
-3,757
92
$155M 0.25%
3,229,567
+18,366
93
$153M 0.24%
687,621
-48,747
94
$151M 0.24%
1,562,835
+474,819
95
$150M 0.24%
1,034,594
-110,521
96
$145M 0.23%
488,909
-57,356
97
$145M 0.23%
1,131,761
-245,949
98
$145M 0.23%
2,860,612
-426,916
99
$141M 0.22%
673,730
-49,986
100
$132M 0.21%
1,465,102
-159,402
2 3
4
5 6