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
1851
$604K ﹤0.01%
15,156
-928
1852
$602K ﹤0.01%
12,297
-1,873
1853
$602K ﹤0.01%
5,493
-848
1854
$600K ﹤0.01%
5,298
-170
1855
$598K ﹤0.01%
44,458
-72
1856
$598K ﹤0.01%
13,400
+343
1857
$598K ﹤0.01%
7,425
-1,653
1858
$597K ﹤0.01%
16,738
+244
1859
$595K ﹤0.01%
29,054
-39,002
1860
$592K ﹤0.01%
17,247
1861
$591K ﹤0.01%
9,364
-531
1862
$590K ﹤0.01%
22,925
-2,127
1863
$588K ﹤0.01%
25,419
-7,622
1864
$588K ﹤0.01%
6,710
+243
1865
$586K ﹤0.01%
10,218
+2,675
1866
$583K ﹤0.01%
22,110
+434
1867
$578K ﹤0.01%
+3,163
1868
$577K ﹤0.01%
129,478
-47,539
1869
$575K ﹤0.01%
20,954
-7,590
1870
$575K ﹤0.01%
16,240
+220
1871
$574K ﹤0.01%
2,006
+941
1872
$573K ﹤0.01%
+12,407
1873
$573K ﹤0.01%
3,870
-33
1874
$570K ﹤0.01%
7,614
+1,533
1875
$567K ﹤0.01%
18,079
-2,703
73 74
75
76 77