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
1126
$2.6M ﹤0.01%
122,272
+1,521
1127
$2.6M ﹤0.01%
67,895
-5,272
1128
$2.59M ﹤0.01%
43,505
-1,625
1129
$2.59M ﹤0.01%
11,403
+479
1130
$2.59M ﹤0.01%
+87,484
1131
$2.59M ﹤0.01%
+24,731
1132
$2.58M ﹤0.01%
23,801
-78
1133
$2.58M ﹤0.01%
+71,589
1134
$2.58M ﹤0.01%
48,287
-3,711
1135
$2.57M ﹤0.01%
58,504
+6,764
1136
$2.57M ﹤0.01%
63,791
+4,586
1137
$2.57M ﹤0.01%
23,340
-1,450
1138
$2.57M ﹤0.01%
106,274
+14,276
1139
$2.56M ﹤0.01%
114,229
-4,676
1140
$2.56M ﹤0.01%
+72,576
1141
$2.55M ﹤0.01%
171,783
+11,023
1142
$2.55M ﹤0.01%
56,156
+9,751
1143
$2.55M ﹤0.01%
45,067
-7,912
1144
$2.55M ﹤0.01%
96,210
+777
1145
$2.53M ﹤0.01%
35,827
-2,839
1146
$2.53M ﹤0.01%
69,492
-1,095
1147
$2.52M ﹤0.01%
150,038
-2,570
1148
$2.51M ﹤0.01%
55,915
-27,425
1149
$2.51M ﹤0.01%
39,989
+33,820
1150
$2.51M ﹤0.01%
125,167
-2,467
44 45
46
47 48