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
1526
$1.12M ﹤0.01%
13,530
+33
1527
$1.12M ﹤0.01%
39,062
1528
$1.12M ﹤0.01%
60,227
+8,608
1529
$1.11M ﹤0.01%
37,770
-1,460
1530
$1.11M ﹤0.01%
78,792
-3,911
1531
$1.1M ﹤0.01%
26,547
+11,920
1532
$1.1M ﹤0.01%
34,342
-8
1533
$1.1M ﹤0.01%
43,607
-4,015
1534
$1.1M ﹤0.01%
111,684
-3,620
1535
$1.09M ﹤0.01%
34,324
+2,331
1536
$1.09M ﹤0.01%
22,068
-397
1537
$1.09M ﹤0.01%
13,811
-3,792
1538
$1.09M ﹤0.01%
5,300
+577
1539
$1.08M ﹤0.01%
24,536
-3,604
1540
$1.08M ﹤0.01%
22,397
-9,794
1541
$1.08M ﹤0.01%
59,383
+47,409
1542
$1.08M ﹤0.01%
20,170
-2,723
1543
$1.07M ﹤0.01%
67,164
-949
1544
$1.07M ﹤0.01%
59,886
-2,270
1545
$1.07M ﹤0.01%
19,523
-3,717
1546
$1.06M ﹤0.01%
24,667
+4,061
1547
$1.06M ﹤0.01%
29,882
-388
1548
$1.06M ﹤0.01%
16,120
+4,084
1549
$1.06M ﹤0.01%
33,201
+8
1550
$1.05M ﹤0.01%
6,506
60 61
62
63 64