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
1351
$1.66M ﹤0.01%
22,227
-1,553
1352
$1.66M ﹤0.01%
57,995
+9,422
1353
$1.65M ﹤0.01%
27,000
-12,564
1354
$1.65M ﹤0.01%
124,096
-31,187
1355
$1.65M ﹤0.01%
20,757
+13,171
1356
$1.65M ﹤0.01%
87,009
-8,142
1357
$1.64M ﹤0.01%
33,873
-6,700
1358
$1.64M ﹤0.01%
133,614
+2,953
1359
$1.63M ﹤0.01%
75,449
-3,218
1360
$1.62M ﹤0.01%
16,536
+933
1361
$1.62M ﹤0.01%
19,907
-43,515
1362
$1.62M ﹤0.01%
50,493
+6,570
1363
$1.62M ﹤0.01%
20,944
+867
1364
$1.61M ﹤0.01%
9,389
-1,681
1365
$1.6M ﹤0.01%
102,821
-231
1366
$1.6M ﹤0.01%
19,501
-4,149
1367
$1.6M ﹤0.01%
111,233
-36,645
1368
$1.59M ﹤0.01%
15,642
-896
1369
$1.58M ﹤0.01%
67,397
+13,167
1370
$1.58M ﹤0.01%
11,261
-1,608
1371
$1.58M ﹤0.01%
18,613
+6,533
1372
$1.57M ﹤0.01%
38,457
-3,160
1373
$1.57M ﹤0.01%
14,316
-6,494
1374
$1.56M ﹤0.01%
17,725
+434
1375
$1.56M ﹤0.01%
1,286
-1,246
53 54
55
56 57