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
1951
$492K ﹤0.01%
15,491
+8
1952
$492K ﹤0.01%
22,110
+1,179
1953
$492K ﹤0.01%
12,038
-5,658
1954
$492K ﹤0.01%
24,064
+163
1955
$491K ﹤0.01%
4,579
-423
1956
$491K ﹤0.01%
7,865
+1,710
1957
$491K ﹤0.01%
17,850
-10,250
1958
$490K ﹤0.01%
19,361
+2,796
1959
$489K ﹤0.01%
25,078
-7,475
1960
$489K ﹤0.01%
16,159
-13,881
1961
$488K ﹤0.01%
7,411
-986
1962
$487K ﹤0.01%
13,160
+4
1963
$487K ﹤0.01%
+24,255
1964
$486K ﹤0.01%
32,351
-634
1965
$486K ﹤0.01%
19,155
-4,277
1966
$485K ﹤0.01%
13,780
-579
1967
$485K ﹤0.01%
9,331
-363
1968
$484K ﹤0.01%
8,853
-670
1969
$484K ﹤0.01%
15,301
-1,472
1970
$484K ﹤0.01%
7,661
+1,395
1971
$483K ﹤0.01%
13,514
-2,204
1972
$481K ﹤0.01%
97,955
+10,476
1973
$481K ﹤0.01%
7,624
-5,301
1974
$480K ﹤0.01%
2,904
-1,544
1975
$480K ﹤0.01%
8,342
-5,513
77 78
79
80 81