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
1076
$2.91M ﹤0.01%
32,609
-6,625
1077
$2.9M ﹤0.01%
49,581
-82,146
1078
$2.9M ﹤0.01%
33,947
-176
1079
$2.89M ﹤0.01%
+16,616
1080
$2.89M ﹤0.01%
44,604
-8,315
1081
$2.88M ﹤0.01%
78,971
-29
1082
$2.88M ﹤0.01%
112,991
+568
1083
$2.87M ﹤0.01%
23,243
+500
1084
$2.87M ﹤0.01%
122,742
-1,236
1085
$2.86M ﹤0.01%
147,753
-27,790
1086
$2.86M ﹤0.01%
57,714
+3,597
1087
$2.86M ﹤0.01%
87,160
-15,574
1088
$2.85M ﹤0.01%
45,131
+2,081
1089
$2.82M ﹤0.01%
85,226
-463
1090
$2.81M ﹤0.01%
33,009
-4,098
1091
$2.8M ﹤0.01%
95,949
-4,211
1092
$2.79M ﹤0.01%
+88,229
1093
$2.79M ﹤0.01%
80,902
-16,315
1094
$2.79M ﹤0.01%
98,418
+3,451
1095
$2.79M ﹤0.01%
68,032
+772
1096
$2.78M ﹤0.01%
17,083
-2,437
1097
$2.78M ﹤0.01%
12,485
+1,756
1098
$2.78M ﹤0.01%
18,897
-871
1099
$2.77M ﹤0.01%
21,469
-765
1100
$2.75M ﹤0.01%
13,374
+590
42 43
44
45 46