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
1501
$1.19M ﹤0.01%
71,450
-2,355
1502
$1.18M ﹤0.01%
8,243
-769
1503
$1.18M ﹤0.01%
34,427
+1,068
1504
$1.17M ﹤0.01%
44,833
-2,145
1505
$1.16M ﹤0.01%
60,361
+3,280
1506
$1.16M ﹤0.01%
9,749
+1,222
1507
$1.16M ﹤0.01%
30,342
-3,215
1508
$1.16M ﹤0.01%
193,060
+2,000
1509
$1.15M ﹤0.01%
34,629
-1,172
1510
$1.15M ﹤0.01%
12,330
+3,939
1511
$1.15M ﹤0.01%
54,681
-731
1512
$1.15M ﹤0.01%
31,138
+17,786
1513
$1.14M ﹤0.01%
144,972
+12,762
1514
$1.14M ﹤0.01%
38,328
-3,588
1515
$1.14M ﹤0.01%
95,609
-2,328
1516
$1.14M ﹤0.01%
27,326
+17,002
1517
$1.14M ﹤0.01%
63,464
-14,689
1518
$1.14M ﹤0.01%
105,277
-11,995
1519
$1.14M ﹤0.01%
9,551
+409
1520
$1.13M ﹤0.01%
43,735
-840
1521
$1.13M ﹤0.01%
19,471
-2,053
1522
$1.13M ﹤0.01%
3,688
+1,035
1523
$1.13M ﹤0.01%
18,588
-148
1524
$1.12M ﹤0.01%
61,191
+25,214
1525
$1.12M ﹤0.01%
43,459
-8,344
59 60
61
62 63