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
1426
$1.42M ﹤0.01%
34,956
+1,139
1427
$1.42M ﹤0.01%
28,426
1428
$1.41M ﹤0.01%
+22,390
1429
$1.41M ﹤0.01%
11,252
-582
1430
$1.41M ﹤0.01%
40,364
-11,580
1431
$1.41M ﹤0.01%
201
-22
1432
$1.4M ﹤0.01%
22,967
-2,123
1433
$1.4M ﹤0.01%
134,022
+1,766
1434
$1.4M ﹤0.01%
92,719
+2,701
1435
$1.4M ﹤0.01%
8,692
-3,609
1436
$1.39M ﹤0.01%
3,665
-746
1437
$1.39M ﹤0.01%
82,123
-20,304
1438
$1.39M ﹤0.01%
15,855
-463
1439
$1.39M ﹤0.01%
+38,398
1440
$1.39M ﹤0.01%
45,755
-3,132
1441
$1.38M ﹤0.01%
7,060
-2,740
1442
$1.38M ﹤0.01%
71,458
-62,621
1443
$1.37M ﹤0.01%
291,060
1444
$1.37M ﹤0.01%
33,747
-4,149
1445
$1.37M ﹤0.01%
17,016
+2,580
1446
$1.37M ﹤0.01%
80,501
+1,190
1447
$1.36M ﹤0.01%
26,543
-17,888
1448
$1.36M ﹤0.01%
8,066
+6,077
1449
$1.36M ﹤0.01%
9,104
-1
1450
$1.35M ﹤0.01%
+26,375
56 57
58
59 60