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
1201
$2.23M ﹤0.01%
16,900
-4,677
1202
$2.23M ﹤0.01%
68,548
-1,049
1203
$2.23M ﹤0.01%
306,067
-51
1204
$2.22M ﹤0.01%
37,533
+1,486
1205
$2.22M ﹤0.01%
43,397
-3,038
1206
$2.21M ﹤0.01%
53,175
+1,256
1207
$2.2M ﹤0.01%
34,332
-439
1208
$2.19M ﹤0.01%
55,332
-2,001
1209
$2.18M ﹤0.01%
60,360
-4,849
1210
$2.18M ﹤0.01%
24,901
+7,218
1211
$2.18M ﹤0.01%
21,033
-11,358
1212
$2.17M ﹤0.01%
49,933
+21,882
1213
$2.16M ﹤0.01%
235,068
-13,285
1214
$2.16M ﹤0.01%
24,527
+910
1215
$2.16M ﹤0.01%
91,126
1216
$2.16M ﹤0.01%
31,954
+1,116
1217
$2.14M ﹤0.01%
64,180
-52,900
1218
$2.14M ﹤0.01%
43,082
-355
1219
$2.14M ﹤0.01%
5,706
-260
1220
$2.13M ﹤0.01%
14,788
-9,689
1221
$2.13M ﹤0.01%
315,010
+127,676
1222
$2.12M ﹤0.01%
29,319
-1,544
1223
$2.12M ﹤0.01%
87,178
-7,174
1224
$2.12M ﹤0.01%
11,291
+2,886
1225
$2.11M ﹤0.01%
13,921
+4,567
47 48
49
50 51