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
1976
$480K ﹤0.01%
23,098
+177
1977
$479K ﹤0.01%
8,259
1978
$479K ﹤0.01%
13,916
-574
1979
$479K ﹤0.01%
5,161
-153
1980
$479K ﹤0.01%
14,753
-3,776
1981
$479K ﹤0.01%
14,492
-2,065
1982
$478K ﹤0.01%
10,460
+1,026
1983
$478K ﹤0.01%
22,603
-643
1984
$478K ﹤0.01%
+14,144
1985
$477K ﹤0.01%
5,423
+1,048
1986
$477K ﹤0.01%
12,205
-4,546
1987
$477K ﹤0.01%
38,218
-1,221
1988
$476K ﹤0.01%
12,700
+4,000
1989
$476K ﹤0.01%
54,228
+26,549
1990
$475K ﹤0.01%
17,411
-1,043
1991
$475K ﹤0.01%
+11,875
1992
$474K ﹤0.01%
+2,478
1993
$474K ﹤0.01%
5,553
-5
1994
$473K ﹤0.01%
44,125
-1,398
1995
$473K ﹤0.01%
44,054
-1,422
1996
$473K ﹤0.01%
6,676
-1,430
1997
$472K ﹤0.01%
+5,355
1998
$471K ﹤0.01%
32,146
-10,412
1999
$470K ﹤0.01%
9,810
2000
$470K ﹤0.01%
23,421
-632
78 79
80
81 82