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
126
$107M 0.17%
405,563
-36,499
127
$105M 0.17%
4,146,186
-6,624
128
$104M 0.17%
166,713
-38,662
129
$103M 0.16%
28,972
-2,414
130
$102M 0.16%
1,320,131
-30,740
131
$101M 0.16%
1,237,676
+43,453
132
$100M 0.16%
321,222
+8,195
133
$98.3M 0.16%
376,961
-15,306
134
$96M 0.15%
1,029,623
-66,066
135
$95.8M 0.15%
396,097
+25,311
136
$95.2M 0.15%
911,338
+31,235
137
$95.1M 0.15%
3,303,487
-691,277
138
$93.4M 0.15%
432,810
+9,421
139
$91.7M 0.15%
225,356
-1,707
140
$91.6M 0.15%
479,390
-8,797
141
$91.2M 0.14%
2,417,969
-557,337
142
$90.3M 0.14%
1,784,312
-140,682
143
$90M 0.14%
474,784
-778,885
144
$89.5M 0.14%
1,067,356
+95
145
$88.9M 0.14%
913,027
-38,475
146
$88M 0.14%
538,285
-22,415
147
$88M 0.14%
2,017,792
-316,255
148
$86.3M 0.14%
889,657
-83,366
149
$85.9M 0.14%
352,225
+4,507
150
$85.9M 0.14%
841,774
-261,105
4 5
6
7 8