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
176
$70.9M 0.11%
357,328
+3,784
177
$70.5M 0.11%
439,944
-15,551
178
$70.4M 0.11%
679,074
-75,391
179
$70.3M 0.11%
604,526
-25,586
180
$69M 0.11%
1,372,573
-171,430
181
$68.9M 0.11%
2,103,636
-63,520
182
$68.8M 0.11%
171,946
-41,124
183
$68.6M 0.11%
426,290
-110,356
184
$67.5M 0.11%
1,297,698
+323,343
185
$67.1M 0.11%
386,064
+10,578
186
$66.9M 0.11%
453,800
+74,198
187
$66.7M 0.11%
614,691
-91,139
188
$66.4M 0.11%
1,535,090
-165,050
189
$65.7M 0.1%
820,348
-3,541
190
$64.3M 0.1%
697,720
-20,165
191
$64.2M 0.1%
1,404,600
-45,600
192
$64M 0.1%
736,553
+100,124
193
$64M 0.1%
912,067
-69,634
194
$62.8M 0.1%
1,528,532
+35,725
195
$62.6M 0.1%
1,542,708
-48,524
196
$62.5M 0.1%
430,864
-51,734
197
$61.8M 0.1%
1,004,509
+686,403
198
$61.8M 0.1%
597,059
+9,450
199
$60.2M 0.1%
111
+2
200
$60M 0.1%
159,080
-1,761
6 7
8
9 10