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
1676
$835K ﹤0.01%
57,300
-460,398
1677
$834K ﹤0.01%
2,462
-78
1678
$833K ﹤0.01%
41,428
+21,074
1679
$832K ﹤0.01%
+3,996
1680
$830K ﹤0.01%
4,820
-2,038
1681
$829K ﹤0.01%
16,581
+6,921
1682
$828K ﹤0.01%
38,496
+8,247
1683
$825K ﹤0.01%
14,846
-7,866
1684
$825K ﹤0.01%
35,762
+14,310
1685
$822K ﹤0.01%
55,545
-7,210
1686
$821K ﹤0.01%
75,080
+4,623
1687
$817K ﹤0.01%
75,738
+32,354
1688
$817K ﹤0.01%
22,116
-383
1689
$816K ﹤0.01%
18,341
+3,072
1690
$814K ﹤0.01%
13,037
+341
1691
$811K ﹤0.01%
54,869
1692
$810K ﹤0.01%
33,321
+18,350
1693
$808K ﹤0.01%
44,794
+1,528
1694
$807K ﹤0.01%
34,482
+7,916
1695
$804K ﹤0.01%
4,035
-158
1696
$803K ﹤0.01%
8,304
-1,034
1697
$802K ﹤0.01%
20,325
-411
1698
$802K ﹤0.01%
9,116
-290
1699
$800K ﹤0.01%
6,016
+2,705
1700
$800K ﹤0.01%
11,736
+3,291
66 67
68
69 70