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
2076
$415K ﹤0.01%
14,411
-210,722
2077
$415K ﹤0.01%
+24,982
2078
$415K ﹤0.01%
12,941
+528
2079
$415K ﹤0.01%
24,421
-789
2080
$414K ﹤0.01%
81,548
+152
2081
$414K ﹤0.01%
17,944
+3,350
2082
$411K ﹤0.01%
2,149
-36
2083
$410K ﹤0.01%
12,116
-21
2084
$408K ﹤0.01%
16,143
-24,789
2085
$408K ﹤0.01%
11,844
-90,269
2086
$408K ﹤0.01%
16,161
-648
2087
$408K ﹤0.01%
38,911
+8,473
2088
$408K ﹤0.01%
3,001
-30
2089
$408K ﹤0.01%
29,097
-358
2090
$407K ﹤0.01%
55,512
+8,241
2091
$407K ﹤0.01%
25,253
-860
2092
$407K ﹤0.01%
+15,513
2093
$405K ﹤0.01%
+4,091
2094
$403K ﹤0.01%
4,345
-134
2095
$403K ﹤0.01%
32,791
-1,059
2096
$403K ﹤0.01%
5,249
+523
2097
$402K ﹤0.01%
16,313
-527
2098
$402K ﹤0.01%
8,845
+1,912
2099
$401K ﹤0.01%
6,558
+2,302
2100
$401K ﹤0.01%
24,325
-785
82 83
84
85 86