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
101
$132M 0.21%
1,058,130
-52,152
102
$131M 0.21%
3,844,436
+3,521,531
103
$130M 0.21%
541,854
+15,598
104
$128M 0.2%
554,991
-144,196
105
$128M 0.2%
516,657
-241,630
106
$126M 0.2%
2,466,878
-106,147
107
$124M 0.2%
474,134
+67,861
108
$124M 0.2%
530,889
-13,116
109
$123M 0.2%
2,527,500
-237,070
110
$123M 0.19%
529,714
-19,222
111
$122M 0.19%
572,854
+30,233
112
$121M 0.19%
1,548,355
-79,480
113
$121M 0.19%
743,844
-65,067
114
$121M 0.19%
282,635
-97,995
115
$120M 0.19%
1,106,233
+215,750
116
$117M 0.19%
1,853,847
-990,644
117
$117M 0.19%
433,414
-29,932
118
$117M 0.19%
195,743
-46,160
119
$117M 0.19%
257,353
-22,361
120
$117M 0.19%
3,463,585
-479,488
121
$115M 0.18%
655,583
+55,019
122
$114M 0.18%
1,019,924
-148,880
123
$114M 0.18%
894,901
-36,336
124
$113M 0.18%
1,715,392
-220,911
125
$113M 0.18%
1,857,670
-668,521
3 4
5
6 7