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
1601
$965K ﹤0.01%
38,914
-10,638
1602
$964K ﹤0.01%
47,531
-5,299
1603
$964K ﹤0.01%
35,717
+5,240
1604
$963K ﹤0.01%
22,052
-3,450
1605
$960K ﹤0.01%
57,668
+1,459
1606
$959K ﹤0.01%
19,497
+278
1607
$957K ﹤0.01%
96,859
-3,474
1608
$957K ﹤0.01%
43,402
-5,958
1609
$955K ﹤0.01%
37,940
+7,418
1610
$953K ﹤0.01%
24,783
1611
$953K ﹤0.01%
48,989
+8,649
1612
$951K ﹤0.01%
10,431
+2,285
1613
$950K ﹤0.01%
4,449
-205
1614
$950K ﹤0.01%
56,846
-14,448
1615
$949K ﹤0.01%
29,854
1616
$943K ﹤0.01%
26,378
+16,096
1617
$937K ﹤0.01%
14,081
+153
1618
$936K ﹤0.01%
41,710
+1,929
1619
$936K ﹤0.01%
15,358
-496
1620
$935K ﹤0.01%
110,790
-511
1621
$931K ﹤0.01%
18,165
-945
1622
$931K ﹤0.01%
9,784
-451
1623
$930K ﹤0.01%
6,896
+22
1624
$929K ﹤0.01%
+27,886
1625
$928K ﹤0.01%
40,620
-6,152
63 64
65
66 67