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
1326
$1.71M ﹤0.01%
9,939
-971
1327
$1.71M ﹤0.01%
378,053
+9,285
1328
$1.71M ﹤0.01%
17,267
-2,698
1329
$1.71M ﹤0.01%
87,661
+49,729
1330
$1.71M ﹤0.01%
20,989
+362
1331
$1.71M ﹤0.01%
39,040
-36,133
1332
$1.71M ﹤0.01%
37,156
-1,169
1333
$1.71M ﹤0.01%
15,032
-9,284
1334
$1.7M ﹤0.01%
58,483
+8,324
1335
$1.7M ﹤0.01%
83,870
+46,861
1336
$1.7M ﹤0.01%
22,836
+466
1337
$1.7M ﹤0.01%
16,822
-169
1338
$1.7M ﹤0.01%
39,329
+559
1339
$1.69M ﹤0.01%
34,970
-7,141
1340
$1.69M ﹤0.01%
14,725
+417
1341
$1.69M ﹤0.01%
39,957
-127,758
1342
$1.69M ﹤0.01%
79,020
-38,144
1343
$1.69M ﹤0.01%
46,257
-5,239
1344
$1.68M ﹤0.01%
24,009
-12,563
1345
$1.68M ﹤0.01%
15,194
-2,871
1346
$1.68M ﹤0.01%
142,402
-4,793
1347
$1.68M ﹤0.01%
93,090
-1,195
1348
$1.68M ﹤0.01%
+21,086
1349
$1.68M ﹤0.01%
58,645
+9,145
1350
$1.68M ﹤0.01%
4,012
-1,381
52 53
54
55 56