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
1626
$926K ﹤0.01%
10,678
+3,704
1627
$926K ﹤0.01%
26,012
-4,860
1628
$922K ﹤0.01%
25,687
-2,006
1629
$920K ﹤0.01%
42,504
+3,339
1630
$919K ﹤0.01%
25,378
-7,837
1631
$918K ﹤0.01%
25,745
-1,153
1632
$917K ﹤0.01%
+46,232
1633
$914K ﹤0.01%
21,501
-2,127
1634
$913K ﹤0.01%
10,522
-1,662
1635
$909K ﹤0.01%
17,863
-5,826
1636
$909K ﹤0.01%
39,436
-7,056
1637
$907K ﹤0.01%
74,427
-4,143
1638
$904K ﹤0.01%
31,751
-7,905
1639
$901K ﹤0.01%
61,071
+10,951
1640
$901K ﹤0.01%
39,776
+14,990
1641
$899K ﹤0.01%
11,664
+901
1642
$897K ﹤0.01%
8,541
1643
$895K ﹤0.01%
54,392
+30,176
1644
$895K ﹤0.01%
75,487
-27,747
1645
$893K ﹤0.01%
16,552
+4,212
1646
$892K ﹤0.01%
10,557
+1,209
1647
$892K ﹤0.01%
15,413
+80
1648
$885K ﹤0.01%
25,844
-1,766
1649
$884K ﹤0.01%
44,918
-7,730
1650
$882K ﹤0.01%
19,168
-23,340
64 65
66
67 68