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
976
$3.72M 0.01%
18,061
+28
977
$3.7M 0.01%
19,031
+1,226
978
$3.7M 0.01%
68,032
-91,701
979
$3.69M 0.01%
27,090
-38,077
980
$3.67M 0.01%
27,002
-11,120
981
$3.63M 0.01%
6,528
-175
982
$3.62M 0.01%
145,141
+9,615
983
$3.61M 0.01%
26,503
+6,949
984
$3.61M 0.01%
47,823
+3,950
985
$3.61M 0.01%
122,503
-679
986
$3.61M 0.01%
28,543
-53,589
987
$3.6M 0.01%
97,206
-128
988
$3.6M 0.01%
21,439
+3,119
989
$3.59M 0.01%
241,386
+9,378
990
$3.59M 0.01%
71,373
-76,101
991
$3.58M 0.01%
102,568
-7,293
992
$3.56M 0.01%
19,903
-2,787
993
$3.56M 0.01%
37,554
-6,742
994
$3.55M 0.01%
179,771
-40,656
995
$3.51M 0.01%
37,767
+703
996
$3.51M 0.01%
70,315
-5,709
997
$3.51M 0.01%
18,086
-5,064
998
$3.5M 0.01%
87,271
+32,295
999
$3.49M 0.01%
72,752
+35,286
1000
$3.48M 0.01%
35,437
-1,950
38 39
40
41 42