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
1726
$768K ﹤0.01%
16,147
+2,897
1727
$767K ﹤0.01%
7,625
+5,310
1728
$764K ﹤0.01%
4,250
+538
1729
$762K ﹤0.01%
5,767
-2,370
1730
$762K ﹤0.01%
3,817
+1,252
1731
$760K ﹤0.01%
10,457
+834
1732
$758K ﹤0.01%
11,636
-373
1733
$756K ﹤0.01%
12,380
+1,914
1734
$754K ﹤0.01%
8,098
-853
1735
$754K ﹤0.01%
15,814
-3,269
1736
$752K ﹤0.01%
33,783
+1,903
1737
$749K ﹤0.01%
7,355
-524
1738
$748K ﹤0.01%
127,671
-16,159
1739
$747K ﹤0.01%
30,902
+14,036
1740
$746K ﹤0.01%
18,728
+9,065
1741
$746K ﹤0.01%
20,985
-13,208
1742
$745K ﹤0.01%
31,948
+650
1743
$744K ﹤0.01%
6,856
-1,055
1744
$743K ﹤0.01%
12,154
-750
1745
$742K ﹤0.01%
48,996
-8,174
1746
$742K ﹤0.01%
14,783
+514
1747
$739K ﹤0.01%
13,248
-488
1748
$739K ﹤0.01%
25,809
+6,209
1749
$739K ﹤0.01%
+25,990
1750
$739K ﹤0.01%
23,457
-2,599
68 69
70
71 72