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
1876
$566K ﹤0.01%
10,633
-1,561
1877
$562K ﹤0.01%
11,542
-196
1878
$561K ﹤0.01%
11,723
-7,291
1879
$559K ﹤0.01%
17,234
-763
1880
$559K ﹤0.01%
16,979
-209
1881
$557K ﹤0.01%
10,191
-484
1882
$557K ﹤0.01%
10,607
-2,542
1883
$555K ﹤0.01%
95,991
-2,505
1884
$554K ﹤0.01%
8,306
-14
1885
$553K ﹤0.01%
8,805
+991
1886
$549K ﹤0.01%
17,894
+556
1887
$547K ﹤0.01%
31,770
-1,216
1888
$546K ﹤0.01%
26,947
-4,518
1889
$546K ﹤0.01%
58,013
-7,784
1890
$546K ﹤0.01%
18,425
-100
1891
$545K ﹤0.01%
+81,620
1892
$544K ﹤0.01%
12,581
-2,131
1893
$543K ﹤0.01%
9,445
-285
1894
$543K ﹤0.01%
54,614
-28,318
1895
$542K ﹤0.01%
47,351
-100,402
1896
$542K ﹤0.01%
22,775
-2,033
1897
$540K ﹤0.01%
34,054
-51,110
1898
$539K ﹤0.01%
4,318
-571
1899
$537K ﹤0.01%
+25,389
1900
$537K ﹤0.01%
8,139
-36
74 75
76
77 78