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
1801
$658K ﹤0.01%
42,280
-7,051
1802
$655K ﹤0.01%
+13,477
1803
$654K ﹤0.01%
15,141
-2,047
1804
$653K ﹤0.01%
36,070
-1,088
1805
$653K ﹤0.01%
+31,217
1806
$653K ﹤0.01%
13,717
+292
1807
$649K ﹤0.01%
12,739
-1,157
1808
$648K ﹤0.01%
16,353
-7,396
1809
$648K ﹤0.01%
17,283
-539
1810
$647K ﹤0.01%
7,003
-4,060
1811
$644K ﹤0.01%
6,681
+1,067
1812
$644K ﹤0.01%
56,159
1813
$644K ﹤0.01%
33,898
+2,156
1814
$643K ﹤0.01%
11,423
+665
1815
$643K ﹤0.01%
11,156
-361
1816
$642K ﹤0.01%
10,261
-613
1817
$641K ﹤0.01%
48,446
-38,747
1818
$639K ﹤0.01%
9,397
1819
$638K ﹤0.01%
10,861
-2,769
1820
$635K ﹤0.01%
16,167
-2,126
1821
$635K ﹤0.01%
20,453
-2,084
1822
$634K ﹤0.01%
3,673
+2,007
1823
$632K ﹤0.01%
19,198
-1,384
1824
$631K ﹤0.01%
+6,251
1825
$630K ﹤0.01%
5,748
-191
71 72
73
74 75