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
1251
$2M ﹤0.01%
63,926
-32,824
1252
$2M ﹤0.01%
21,245
+307
1253
$2M ﹤0.01%
10,913
-240
1254
$1.99M ﹤0.01%
85,891
-2,574
1255
$1.99M ﹤0.01%
58,748
+65
1256
$1.98M ﹤0.01%
115,520
+35,295
1257
$1.98M ﹤0.01%
28,436
-360
1258
$1.97M ﹤0.01%
50,663
-2,895
1259
$1.97M ﹤0.01%
24,148
-5,264
1260
$1.96M ﹤0.01%
84,403
-8,613
1261
$1.96M ﹤0.01%
65,978
-43
1262
$1.96M ﹤0.01%
19,714
-156
1263
$1.95M ﹤0.01%
40,250
+8,443
1264
$1.95M ﹤0.01%
6,966
-1,329
1265
$1.94M ﹤0.01%
37,107
-813
1266
$1.94M ﹤0.01%
104,888
+13,390
1267
$1.93M ﹤0.01%
108,457
-12,578
1268
$1.93M ﹤0.01%
71,509
-53,277
1269
$1.92M ﹤0.01%
161,025
-30,328
1270
$1.91M ﹤0.01%
49,454
+37,896
1271
$1.91M ﹤0.01%
12,312
-1,904
1272
$1.91M ﹤0.01%
3,639
+18
1273
$1.9M ﹤0.01%
29,339
+4,829
1274
$1.9M ﹤0.01%
32,062
-1,352
1275
$1.89M ﹤0.01%
74,136
-2,303
49 50
51
52 53