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
1826
$630K ﹤0.01%
33,322
-219
1827
$629K ﹤0.01%
14,110
-436
1828
$627K ﹤0.01%
57,097
-1,525
1829
$624K ﹤0.01%
13,263
+4,092
1830
$623K ﹤0.01%
19,751
+11,927
1831
$622K ﹤0.01%
24,580
-2,096
1832
$621K ﹤0.01%
259,727
-6,840
1833
$619K ﹤0.01%
4,158
+1,422
1834
$618K ﹤0.01%
23,971
+4,252
1835
$617K ﹤0.01%
32,128
+21,856
1836
$616K ﹤0.01%
3,659
-7,920
1837
$616K ﹤0.01%
63,627
-312,719
1838
$615K ﹤0.01%
38,040
+7,456
1839
$615K ﹤0.01%
36,884
-3,589
1840
$614K ﹤0.01%
73,729
+61,734
1841
$613K ﹤0.01%
43,257
-4,243
1842
$612K ﹤0.01%
1,516
-48
1843
$610K ﹤0.01%
+12,695
1844
$610K ﹤0.01%
23,760
+4,080
1845
$609K ﹤0.01%
28,229
-3,710
1846
$608K ﹤0.01%
56,364
+2,578
1847
$607K ﹤0.01%
5,574
-889
1848
$606K ﹤0.01%
4,438
+505
1849
$606K ﹤0.01%
+17,058
1850
$605K ﹤0.01%
16,992
-3,322
72 73
74
75 76