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
1476
$1.27M ﹤0.01%
31,347
+18,120
1477
$1.26M ﹤0.01%
16,573
-7,572
1478
$1.26M ﹤0.01%
11,402
-7,540
1479
$1.26M ﹤0.01%
1,043
-407
1480
$1.26M ﹤0.01%
20,046
-1,202
1481
$1.26M ﹤0.01%
25,525
-32,879
1482
$1.25M ﹤0.01%
60,681
-1,863
1483
$1.25M ﹤0.01%
16,469
+1,192
1484
$1.24M ﹤0.01%
53,622
-28,324
1485
$1.24M ﹤0.01%
42,483
-7,294
1486
$1.24M ﹤0.01%
12,269
-1,884
1487
$1.24M ﹤0.01%
23,206
-348
1488
$1.23M ﹤0.01%
25,532
+5,874
1489
$1.22M ﹤0.01%
98,836
-46,333
1490
$1.22M ﹤0.01%
8,016
-2,691
1491
$1.22M ﹤0.01%
48,095
-5,193
1492
$1.21M ﹤0.01%
37,431
-5,243
1493
$1.21M ﹤0.01%
35,867
-6,322
1494
$1.2M ﹤0.01%
8,007
-4,543
1495
$1.2M ﹤0.01%
29,014
-51,587
1496
$1.19M ﹤0.01%
24,995
-7,106
1497
$1.19M ﹤0.01%
26,472
-10,706
1498
$1.19M ﹤0.01%
31,945
+1,529
1499
$1.19M ﹤0.01%
14,094
-16,110
1500
$1.19M ﹤0.01%
53,651
+10,553
58 59
60
61 62