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
151
$83.8M 0.13%
830,365
-33,494
152
$83.5M 0.13%
157,314
-36,454
153
$81.8M 0.13%
991,652
-1,201,861
154
$81.8M 0.13%
992,625
-196,858
155
$81.6M 0.13%
260,666
-67,289
156
$81.5M 0.13%
313,777
-2,181
157
$81.1M 0.13%
1,580,203
-730,782
158
$79.2M 0.13%
350,274
-393,885
159
$79.1M 0.13%
179,539
-34,361
160
$78.8M 0.13%
1,048,608
+37,490
161
$78.5M 0.12%
1,084,224
-95,242
162
$76.9M 0.12%
334,732
-66,654
163
$76.8M 0.12%
645,458
-29,221
164
$76.5M 0.12%
226,637
-24,354
165
$76.4M 0.12%
1,309,398
-244,225
166
$76.2M 0.12%
279,780
+12,129
167
$74.5M 0.12%
153,941
+26,794
168
$74.3M 0.12%
146,443
-476
169
$74.2M 0.12%
557,607
+25,366
170
$74.2M 0.12%
1,022,706
+36,936
171
$73.5M 0.12%
1,160,340
-81,630
172
$73.4M 0.12%
248,092
-40,487
173
$72.9M 0.12%
954,604
+155,245
174
$72.2M 0.11%
751,718
-110,071
175
$71.6M 0.11%
1,418,863
-40,890
5 6
7
8 9