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
1151
$2.51M ﹤0.01%
49,631
+3,649
1152
$2.51M ﹤0.01%
28,510
-228
1153
$2.5M ﹤0.01%
11,702
-24,893
1154
$2.49M ﹤0.01%
63,698
+17,901
1155
$2.48M ﹤0.01%
30,497
+564
1156
$2.48M ﹤0.01%
66,955
+5,483
1157
$2.47M ﹤0.01%
115,781
-3,942
1158
$2.47M ﹤0.01%
20,363
+1,691
1159
$2.47M ﹤0.01%
143,549
+132,099
1160
$2.47M ﹤0.01%
140,822
+1,405
1161
$2.43M ﹤0.01%
74,565
-7,550
1162
$2.42M ﹤0.01%
11,220
+1,201
1163
$2.42M ﹤0.01%
64,993
-26,764
1164
$2.42M ﹤0.01%
15,409
-6,894
1165
$2.41M ﹤0.01%
13,505
+6,321
1166
$2.41M ﹤0.01%
203,918
+5,852
1167
$2.41M ﹤0.01%
41,638
-1,289
1168
$2.41M ﹤0.01%
71,637
+13,299
1169
$2.4M ﹤0.01%
35,932
-138
1170
$2.4M ﹤0.01%
54,424
+28,410
1171
$2.4M ﹤0.01%
73,321
-212
1172
$2.4M ﹤0.01%
104,803
-11,771
1173
$2.39M ﹤0.01%
86,947
+66,057
1174
$2.38M ﹤0.01%
10,808
-1,505
1175
$2.38M ﹤0.01%
79,845
-316,907
45 46
47
48 49