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
1001
$3.48M 0.01%
138,209
+128,847
1002
$3.48M 0.01%
27,318
-5,436
1003
$3.46M 0.01%
27,507
-56
1004
$3.45M 0.01%
82,294
+10,122
1005
$3.44M 0.01%
54,631
-4,596
1006
$3.44M 0.01%
136,486
-25,604
1007
$3.42M 0.01%
397,376
-5,347
1008
$3.41M 0.01%
146,382
-4,707
1009
$3.4M 0.01%
64,604
-10,534
1010
$3.38M 0.01%
370,927
+3,549
1011
$3.37M 0.01%
50,670
-872
1012
$3.37M 0.01%
51,866
-752
1013
$3.37M 0.01%
45,342
+2,707
1014
$3.37M 0.01%
89,249
-3,554
1015
$3.36M 0.01%
78,368
+1,233
1016
$3.35M 0.01%
24,467
+10,697
1017
$3.33M 0.01%
270,457
+3,178
1018
$3.33M 0.01%
16,678
+285
1019
$3.33M 0.01%
61,486
+768
1020
$3.32M 0.01%
38,301
-1,198
1021
$3.32M 0.01%
39,350
-2,420
1022
$3.3M 0.01%
138,222
+16,013
1023
$3.29M 0.01%
157,602
+35,808
1024
$3.28M 0.01%
41,083
-2,716
1025
$3.24M 0.01%
163,724
+208
39 40
41
42 43