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
1301
$1.79M ﹤0.01%
20,993
+13,337
1302
$1.78M ﹤0.01%
26,648
-218,599
1303
$1.78M ﹤0.01%
55,419
-2,915
1304
$1.77M ﹤0.01%
84,317
-25,132
1305
$1.77M ﹤0.01%
15,824
-955
1306
$1.76M ﹤0.01%
54,017
+7
1307
$1.76M ﹤0.01%
40,345
-1,917
1308
$1.76M ﹤0.01%
17,720
-1,901
1309
$1.75M ﹤0.01%
39,696
-1,262
1310
$1.75M ﹤0.01%
3,206
-150,298
1311
$1.75M ﹤0.01%
11,467
-9,195
1312
$1.74M ﹤0.01%
36,942
-5,887
1313
$1.74M ﹤0.01%
27,222
+657
1314
$1.74M ﹤0.01%
60,143
-738
1315
$1.74M ﹤0.01%
16,226
+1,140
1316
$1.73M ﹤0.01%
17,599
-3,897
1317
$1.73M ﹤0.01%
44,586
-30,011
1318
$1.73M ﹤0.01%
24,962
+448
1319
$1.73M ﹤0.01%
198,468
-36,458
1320
$1.72M ﹤0.01%
23,585
-6,640
1321
$1.72M ﹤0.01%
99,683
-14,269
1322
$1.72M ﹤0.01%
15,810
-3,871
1323
$1.71M ﹤0.01%
8,422
-2,034
1324
$1.71M ﹤0.01%
29,426
-11,405
1325
$1.71M ﹤0.01%
137,379
+4,289
51 52
53
54 55