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
1226
$2.1M ﹤0.01%
140,610
+1,812
1227
$2.09M ﹤0.01%
11,996
-365
1228
$2.09M ﹤0.01%
62,891
+21,590
1229
$2.07M ﹤0.01%
29,354
-1,783
1230
$2.07M ﹤0.01%
17,767
-349
1231
$2.07M ﹤0.01%
38,884
+14,074
1232
$2.07M ﹤0.01%
26,023
-20,495
1233
$2.07M ﹤0.01%
63,234
-15,316
1234
$2.06M ﹤0.01%
79,030
-30,047
1235
$2.06M ﹤0.01%
113,685
-5,863
1236
$2.06M ﹤0.01%
13,320
-156
1237
$2.05M ﹤0.01%
30,119
1238
$2.05M ﹤0.01%
25,614
-2,399
1239
$2.05M ﹤0.01%
52,754
+107
1240
$2.04M ﹤0.01%
37,234
+2,006
1241
$2.04M ﹤0.01%
89,382
-1,002
1242
$2.04M ﹤0.01%
57,286
+2,278
1243
$2.03M ﹤0.01%
38,745
+670
1244
$2.03M ﹤0.01%
31,504
-181
1245
$2.03M ﹤0.01%
14,093
-699
1246
$2.03M ﹤0.01%
65,132
-12,050
1247
$2.02M ﹤0.01%
32,804
-18,704
1248
$2.02M ﹤0.01%
158,118
-71,945
1249
$2.02M ﹤0.01%
36,232
+8,307
1250
$2.01M ﹤0.01%
57,347
-3,017
48 49
50
51 52