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
1376
$1.56M ﹤0.01%
50,672
-8,368
1377
$1.55M ﹤0.01%
9,322
+1,312
1378
$1.54M ﹤0.01%
64,382
-2,559
1379
$1.54M ﹤0.01%
46,597
+11,848
1380
$1.53M ﹤0.01%
10,847
-545
1381
$1.53M ﹤0.01%
48,479
+2,209
1382
$1.53M ﹤0.01%
44,919
+3,374
1383
$1.52M ﹤0.01%
16,265
-7
1384
$1.52M ﹤0.01%
78,569
-19,115
1385
$1.51M ﹤0.01%
41,883
-949
1386
$1.51M ﹤0.01%
11,685
-128
1387
$1.51M ﹤0.01%
7,933
-227
1388
$1.51M ﹤0.01%
32,966
-345
1389
$1.5M ﹤0.01%
27,701
+13,941
1390
$1.5M ﹤0.01%
47,222
-34,860
1391
$1.5M ﹤0.01%
39,968
+21,234
1392
$1.5M ﹤0.01%
8,016
+1,494
1393
$1.5M ﹤0.01%
19,788
-1,726
1394
$1.5M ﹤0.01%
30,063
-820
1395
$1.49M ﹤0.01%
64,426
-118,034
1396
$1.49M ﹤0.01%
47,456
-673
1397
$1.49M ﹤0.01%
22,146
+2,016
1398
$1.48M ﹤0.01%
4,505
+845
1399
$1.48M ﹤0.01%
191,307
-17,087
1400
$1.47M ﹤0.01%
26,635
+2,693
54 55
56
57 58