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
1926
$514K ﹤0.01%
+8,460
1927
$514K ﹤0.01%
+21,133
1928
$514K ﹤0.01%
11,499
+14
1929
$512K ﹤0.01%
11,811
-8,167
1930
$509K ﹤0.01%
4,447
+59
1931
$507K ﹤0.01%
2,561
+155
1932
$507K ﹤0.01%
+21,158
1933
$506K ﹤0.01%
21,048
-13,498
1934
$506K ﹤0.01%
29,153
+83
1935
$505K ﹤0.01%
+22,899
1936
$505K ﹤0.01%
17,314
+206
1937
$504K ﹤0.01%
+8,174
1938
$504K ﹤0.01%
59,464
+299
1939
$504K ﹤0.01%
+9,965
1940
$502K ﹤0.01%
9,618
-279
1941
$501K ﹤0.01%
20,476
+62
1942
$500K ﹤0.01%
15,130
-489
1943
$499K ﹤0.01%
6,055
-203
1944
$498K ﹤0.01%
13,578
-1,842
1945
$498K ﹤0.01%
28,172
-20,456
1946
$497K ﹤0.01%
18,440
+842
1947
$496K ﹤0.01%
18,327
+1,145
1948
$496K ﹤0.01%
9,929
-218
1949
$494K ﹤0.01%
10,423
-609
1950
$494K ﹤0.01%
26,189
-846
76 77
78
79 80