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
1451
$1.35M ﹤0.01%
27,426
+757
1452
$1.35M ﹤0.01%
21,340
-23,077
1453
$1.35M ﹤0.01%
84,343
-4,000
1454
$1.35M ﹤0.01%
135,268
-24,800
1455
$1.34M ﹤0.01%
25,793
-65
1456
$1.34M ﹤0.01%
42,875
+5,050
1457
$1.34M ﹤0.01%
32,236
-984
1458
$1.34M ﹤0.01%
7,713
-296
1459
$1.34M ﹤0.01%
+41,375
1460
$1.33M ﹤0.01%
18,169
+2,373
1461
$1.32M ﹤0.01%
122,174
-10,332
1462
$1.31M ﹤0.01%
10,779
-1,139
1463
$1.31M ﹤0.01%
27,729
+7,102
1464
$1.31M ﹤0.01%
20,078
-2,088
1465
$1.31M ﹤0.01%
82,780
-7,076
1466
$1.31M ﹤0.01%
13,135
-233
1467
$1.3M ﹤0.01%
181,987
-93,938
1468
$1.29M ﹤0.01%
28,946
-6,524
1469
$1.28M ﹤0.01%
16,822
-4,370
1470
$1.28M ﹤0.01%
+23,153
1471
$1.28M ﹤0.01%
4,778
-499
1472
$1.27M ﹤0.01%
+27,560
1473
$1.27M ﹤0.01%
10,395
-3,903
1474
$1.27M ﹤0.01%
1,061
-373
1475
$1.27M ﹤0.01%
42,999
+769
57 58
59
60 61