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
1576
$1M ﹤0.01%
27,966
+2,685
1577
$1M ﹤0.01%
16,294
-4,758
1578
$998K ﹤0.01%
27,825
-6,183
1579
$998K ﹤0.01%
14,591
+5,050
1580
$998K ﹤0.01%
28,862
-895
1581
$997K ﹤0.01%
27,818
-21,214
1582
$995K ﹤0.01%
12,199
-6,078
1583
$995K ﹤0.01%
51,086
-21
1584
$992K ﹤0.01%
35,070
-14,414
1585
$991K ﹤0.01%
43,407
-5,544
1586
$989K ﹤0.01%
15,863
+8,716
1587
$985K ﹤0.01%
13,411
-3,439
1588
$985K ﹤0.01%
33,848
+1,842
1589
$984K ﹤0.01%
12,462
+4,707
1590
$983K ﹤0.01%
153,159
-15,670
1591
$982K ﹤0.01%
10,906
-3,946
1592
$981K ﹤0.01%
14,647
+1,837
1593
$981K ﹤0.01%
22,985
-8,802
1594
$978K ﹤0.01%
15,777
-841
1595
$978K ﹤0.01%
349,191
-20,912
1596
$977K ﹤0.01%
15,790
+1,480
1597
$975K ﹤0.01%
51,852
-30,867
1598
$970K ﹤0.01%
29,349
+8,626
1599
$968K ﹤0.01%
25,826
-1,649
1600
$966K ﹤0.01%
23,764
-2,132
62 63
64
65 66