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
2051
$430K ﹤0.01%
52,471
-2,649
2052
$430K ﹤0.01%
15,915
-494
2053
$430K ﹤0.01%
14,937
+2,464
2054
$430K ﹤0.01%
2,256
-260
2055
$429K ﹤0.01%
18,433
-25,477
2056
$428K ﹤0.01%
+5,721
2057
$428K ﹤0.01%
37,167
-2,140
2058
$427K ﹤0.01%
+15,851
2059
$426K ﹤0.01%
22,131
-772
2060
$426K ﹤0.01%
5,558
-417
2061
$424K ﹤0.01%
7,666
+48
2062
$424K ﹤0.01%
30,880
+2,053
2063
$422K ﹤0.01%
50,000
2064
$421K ﹤0.01%
8,035
-7,044
2065
$420K ﹤0.01%
+17,434
2066
$419K ﹤0.01%
12,424
+1,056
2067
$419K ﹤0.01%
+15,316
2068
$418K ﹤0.01%
+15,831
2069
$417K ﹤0.01%
5,440
+496
2070
$417K ﹤0.01%
28,977
+1,642
2071
$416K ﹤0.01%
19,553
2072
$416K ﹤0.01%
22,207
+54
2073
$416K ﹤0.01%
72,159
+302
2074
$416K ﹤0.01%
6,158
+585
2075
$416K ﹤0.01%
19,871
81 82
83
84 85