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
1901
$536K ﹤0.01%
28,786
-4,201
1902
$534K ﹤0.01%
8,975
-4,309
1903
$533K ﹤0.01%
20,514
+1,780
1904
$531K ﹤0.01%
28,680
+6,353
1905
$531K ﹤0.01%
29,069
-672
1906
$530K ﹤0.01%
26,698
1907
$529K ﹤0.01%
5,139
+271
1908
$529K ﹤0.01%
21,788
-6,502
1909
$528K ﹤0.01%
6,277
-428
1910
$525K ﹤0.01%
29,871
-964
1911
$525K ﹤0.01%
19,018
-10,560
1912
$524K ﹤0.01%
13,020
+4,592
1913
$524K ﹤0.01%
15,178
-867
1914
$523K ﹤0.01%
12,387
-287
1915
$523K ﹤0.01%
8,949
-582
1916
$521K ﹤0.01%
18,051
-1,067
1917
$520K ﹤0.01%
14,556
-1,714
1918
$520K ﹤0.01%
27,986
-1,559
1919
$519K ﹤0.01%
42,973
-1,050
1920
$519K ﹤0.01%
15,271
-457
1921
$519K ﹤0.01%
2,746
-1,927
1922
$518K ﹤0.01%
20,451
-2,534
1923
$516K ﹤0.01%
6,367
+168
1924
$516K ﹤0.01%
145,217
+40,258
1925
$514K ﹤0.01%
4,253
-607
75 76
77
78 79