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
1551
$1.05M ﹤0.01%
31,084
-7,842
1552
$1.05M ﹤0.01%
38,556
+1,026
1553
$1.05M ﹤0.01%
35,679
-754
1554
$1.05M ﹤0.01%
7,245
+1,146
1555
$1.04M ﹤0.01%
5,463
+3,504
1556
$1.04M ﹤0.01%
46,277
-1,166
1557
$1.04M ﹤0.01%
32,861
-2,200
1558
$1.04M ﹤0.01%
32,129
+194
1559
$1.03M ﹤0.01%
3,991
+153
1560
$1.03M ﹤0.01%
53,101
-4,005
1561
$1.03M ﹤0.01%
12,089
-206
1562
$1.03M ﹤0.01%
55,614
+7,161
1563
$1.02M ﹤0.01%
30,425
-690
1564
$1.02M ﹤0.01%
13,580
-13,108
1565
$1.02M ﹤0.01%
6,363
-28
1566
$1.02M ﹤0.01%
98,433
+1,458
1567
$1.02M ﹤0.01%
20,231
-465
1568
$1.02M ﹤0.01%
35,490
-3,029
1569
$1.02M ﹤0.01%
20,157
-1,728
1570
$1.02M ﹤0.01%
17,186
-764
1571
$1.01M ﹤0.01%
63,527
-588
1572
$1.01M ﹤0.01%
61,890
-12,883
1573
$1.01M ﹤0.01%
4,651
+2,822
1574
$1.01M ﹤0.01%
5,134
-646
1575
$1M ﹤0.01%
36,289
-3,503
61 62
63
64 65