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
1051
$3.08M ﹤0.01%
59,670
-5,316
1052
$3.08M ﹤0.01%
44,725
-17,278
1053
$3.06M ﹤0.01%
11,165
+2,220
1054
$3.05M ﹤0.01%
98,830
+52,668
1055
$3.05M ﹤0.01%
114,287
-17,207
1056
$3.04M ﹤0.01%
7,813
-10,445
1057
$3.03M ﹤0.01%
102,674
+2,520
1058
$3.03M ﹤0.01%
82,226
+4,475
1059
$3.02M ﹤0.01%
69,495
+5,202
1060
$3.01M ﹤0.01%
10,293
+438
1061
$3M ﹤0.01%
1,413,860
1062
$2.98M ﹤0.01%
66,619
-3,217
1063
$2.97M ﹤0.01%
38,661
-37,370
1064
$2.97M ﹤0.01%
76,921
-116,158
1065
$2.97M ﹤0.01%
95,996
-1,631
1066
$2.97M ﹤0.01%
207,819
-36,574
1067
$2.96M ﹤0.01%
45,836
-5,447
1068
$2.96M ﹤0.01%
57,800
-4,830
1069
$2.96M ﹤0.01%
73,595
-3,764
1070
$2.95M ﹤0.01%
34,485
-809
1071
$2.94M ﹤0.01%
129,938
-20,538
1072
$2.94M ﹤0.01%
177,054
+6,976
1073
$2.93M ﹤0.01%
27,228
-4,650
1074
$2.92M ﹤0.01%
88,968
-78,791
1075
$2.91M ﹤0.01%
29,653
-1,105
41 42
43
44 45