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
2101
$401K ﹤0.01%
4,984
+75
2102
$401K ﹤0.01%
7,152
+3,261
2103
$400K ﹤0.01%
17,377
+1,899
2104
$398K ﹤0.01%
10,565
+1,020
2105
$395K ﹤0.01%
+65,130
2106
$395K ﹤0.01%
19,360
+1,764
2107
$394K ﹤0.01%
5,199
-737
2108
$392K ﹤0.01%
5,315
+155
2109
$392K ﹤0.01%
16,580
-1,078
2110
$391K ﹤0.01%
4,230
-173
2111
$391K ﹤0.01%
16,831
-1,415
2112
$391K ﹤0.01%
13,352
-236
2113
$390K ﹤0.01%
+19,469
2114
$388K ﹤0.01%
4,760
+875
2115
$386K ﹤0.01%
10,227
2116
$386K ﹤0.01%
14,963
-13,896
2117
$385K ﹤0.01%
11,525
-4,678
2118
$385K ﹤0.01%
17,562
-2,747
2119
$384K ﹤0.01%
2,219
-50
2120
$384K ﹤0.01%
5,043
+501
2121
$384K ﹤0.01%
16,516
-14,362
2122
$384K ﹤0.01%
30,408
-982
2123
$384K ﹤0.01%
3,143
-3,481
2124
$384K ﹤0.01%
16,252
-20,783
2125
$383K ﹤0.01%
+37,688
83 84
85
86 87