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
1776
$696K ﹤0.01%
30,044
-72,019
1777
$693K ﹤0.01%
17,917
+2,919
1778
$692K ﹤0.01%
29,736
-13,505
1779
$687K ﹤0.01%
23,496
+109
1780
$687K ﹤0.01%
15,662
-5,296
1781
$685K ﹤0.01%
18,039
-83
1782
$683K ﹤0.01%
12,942
+13
1783
$682K ﹤0.01%
19,829
-305
1784
$682K ﹤0.01%
93,218
+7,209
1785
$682K ﹤0.01%
73,216
-1,479
1786
$681K ﹤0.01%
33,845
-3,939
1787
$681K ﹤0.01%
12,318
-2,438
1788
$679K ﹤0.01%
88,253
-2,945
1789
$677K ﹤0.01%
66,550
-1,582
1790
$676K ﹤0.01%
45,385
-8,668
1791
$676K ﹤0.01%
20,607
-313
1792
$673K ﹤0.01%
10,655
+1,956
1793
$671K ﹤0.01%
10,739
-336
1794
$670K ﹤0.01%
9,633
+4,449
1795
$667K ﹤0.01%
2,599
-1,217
1796
$666K ﹤0.01%
43,417
1797
$666K ﹤0.01%
8,819
-215
1798
$665K ﹤0.01%
18,110
-46
1799
$664K ﹤0.01%
9,793
-664
1800
$661K ﹤0.01%
15,346
+586
70 71
72
73 74