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
1101
$2.75M ﹤0.01%
7,711
-624
1102
$2.75M ﹤0.01%
11,398
-24
1103
$2.73M ﹤0.01%
26,068
+9,180
1104
$2.73M ﹤0.01%
81,953
-63,844
1105
$2.73M ﹤0.01%
65,567
-4,599
1106
$2.71M ﹤0.01%
87,895
-1,703
1107
$2.7M ﹤0.01%
57,052
-2,370
1108
$2.7M ﹤0.01%
78,373
+532
1109
$2.7M ﹤0.01%
54,303
-1,063
1110
$2.69M ﹤0.01%
14,667
-196
1111
$2.69M ﹤0.01%
151,069
-32,709
1112
$2.68M ﹤0.01%
47,020
-1,456
1113
$2.68M ﹤0.01%
57,001
-21,130
1114
$2.68M ﹤0.01%
250,591
-31,776
1115
$2.66M ﹤0.01%
79,212
+11,906
1116
$2.65M ﹤0.01%
244,822
+73,453
1117
$2.65M ﹤0.01%
47,607
-1,845
1118
$2.65M ﹤0.01%
99,789
+3,290
1119
$2.64M ﹤0.01%
8,876
-112
1120
$2.64M ﹤0.01%
25,647
-6,472
1121
$2.63M ﹤0.01%
72,238
+23,507
1122
$2.63M ﹤0.01%
1,745
+142
1123
$2.62M ﹤0.01%
16,212
-3,566
1124
$2.6M ﹤0.01%
63,320
-5,992
1125
$2.6M ﹤0.01%
66,726
+1,424
43 44
45
46 47