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
1401
$1.47M ﹤0.01%
14,075
-132
1402
$1.47M ﹤0.01%
29,455
+3,362
1403
$1.47M ﹤0.01%
16,094
+1,002
1404
$1.47M ﹤0.01%
38,047
-24,082
1405
$1.46M ﹤0.01%
5,630
+780
1406
$1.46M ﹤0.01%
53,253
-1,741
1407
$1.46M ﹤0.01%
23,600
-1,311
1408
$1.46M ﹤0.01%
26,776
+4,900
1409
$1.45M ﹤0.01%
26,560
+2,067
1410
$1.45M ﹤0.01%
28,468
+9,442
1411
$1.45M ﹤0.01%
29,354
-15,345
1412
$1.45M ﹤0.01%
39,701
-1,521
1413
$1.45M ﹤0.01%
105,112
-6,345
1414
$1.45M ﹤0.01%
+13,694
1415
$1.44M ﹤0.01%
35,447
-1,192
1416
$1.43M ﹤0.01%
28,701
+3,664
1417
$1.43M ﹤0.01%
26,837
+627
1418
$1.43M ﹤0.01%
16,399
+1,502
1419
$1.43M ﹤0.01%
19,304
+908
1420
$1.43M ﹤0.01%
47,278
-11,995
1421
$1.42M ﹤0.01%
20,730
-1,989
1422
$1.42M ﹤0.01%
13,006
-101
1423
$1.42M ﹤0.01%
15,530
+328
1424
$1.42M ﹤0.01%
102,204
+7,404
1425
$1.42M ﹤0.01%
49,356
+10,652
55 56
57
58 59