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
1701
$800K ﹤0.01%
6,825
-117
1702
$800K ﹤0.01%
13,227
+2,684
1703
$798K ﹤0.01%
37,454
-16,954
1704
$798K ﹤0.01%
22,849
-30,081
1705
$795K ﹤0.01%
202,881
+1
1706
$793K ﹤0.01%
10,762
+650
1707
$793K ﹤0.01%
14,859
-366
1708
$791K ﹤0.01%
5,275
-965
1709
$791K ﹤0.01%
21,653
-10,432
1710
$788K ﹤0.01%
7,644
-627
1711
$787K ﹤0.01%
21,884
+5,940
1712
$787K ﹤0.01%
7,215
+709
1713
$786K ﹤0.01%
29,115
+13,459
1714
$785K ﹤0.01%
151,899
-19,800
1715
$785K ﹤0.01%
10,350
-885
1716
$785K ﹤0.01%
22,255
-958
1717
$784K ﹤0.01%
62,706
-5,547
1718
$781K ﹤0.01%
8,323
1719
$781K ﹤0.01%
22,670
-895
1720
$780K ﹤0.01%
6,277
-772
1721
$776K ﹤0.01%
14,912
-916
1722
$776K ﹤0.01%
60,493
-23,421
1723
$773K ﹤0.01%
13,398
+809
1724
$771K ﹤0.01%
23,339
-2,217
1725
$771K ﹤0.01%
18,598
-3,467
67 68
69
70 71