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
1026
$3.23M 0.01%
+62,700
1027
$3.21M 0.01%
45,160
-18,088
1028
$3.21M 0.01%
117,128
-20,306
1029
$3.21M 0.01%
32,173
-4,854
1030
$3.21M 0.01%
+115,477
1031
$3.2M 0.01%
213,293
-2,164
1032
$3.2M 0.01%
24,194
+33
1033
$3.19M 0.01%
75,358
-28,737
1034
$3.19M 0.01%
101,220
-12,941
1035
$3.18M 0.01%
239,172
+28,877
1036
$3.17M 0.01%
21,666
+330
1037
$3.16M 0.01%
69,319
+61,355
1038
$3.16M 0.01%
24,871
+3,999
1039
$3.15M 0.01%
128,409
+1,117
1040
$3.14M 0.01%
147,943
-2,431
1041
$3.14M 0.01%
+100,205
1042
$3.13M 0.01%
51,422
+2,376
1043
$3.13M 0.01%
27,202
+12,965
1044
$3.13M 0.01%
91,734
-2,635
1045
$3.13M 0.01%
13,079
-3,028
1046
$3.12M 0.01%
48,303
+5,417
1047
$3.12M 0.01%
232,425
+43,472
1048
$3.11M ﹤0.01%
170,323
-1,032
1049
$3.1M ﹤0.01%
+36,739
1050
$3.1M ﹤0.01%
18,548
+1,922
40 41
42
43 44