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
1751
$739K ﹤0.01%
8,999
-1,232
1752
$738K ﹤0.01%
23,520
-1,508
1753
$737K ﹤0.01%
15,136
-1,785
1754
$735K ﹤0.01%
44,025
-282,388
1755
$733K ﹤0.01%
8,421
-357
1756
$733K ﹤0.01%
48,262
-1,957
1757
$731K ﹤0.01%
6,746
+1,182
1758
$729K ﹤0.01%
7,233
+1,735
1759
$728K ﹤0.01%
6,492
-291
1760
$726K ﹤0.01%
37,905
+2,435
1761
$726K ﹤0.01%
79,156
-107,016
1762
$723K ﹤0.01%
16,287
-1,178
1763
$719K ﹤0.01%
18,156
-2,149
1764
$714K ﹤0.01%
15,142
+194
1765
$710K ﹤0.01%
9,816
-271
1766
$709K ﹤0.01%
58,203
-14,887
1767
$708K ﹤0.01%
31,126
+10,894
1768
$708K ﹤0.01%
6,042
-249
1769
$705K ﹤0.01%
18,864
-599
1770
$704K ﹤0.01%
5,856
-3,714
1771
$699K ﹤0.01%
10,625
+3,677
1772
$699K ﹤0.01%
10,061
+704
1773
$698K ﹤0.01%
2,291
-1,650
1774
$696K ﹤0.01%
61,070
+7,070
1775
$696K ﹤0.01%
22,693
-870
69 70
71
72 73