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
2126
$381K ﹤0.01%
21,185
-61,504
2127
$381K ﹤0.01%
5,705
-185
2128
$379K ﹤0.01%
15,558
+781
2129
$378K ﹤0.01%
13,210
-3,176
2130
$378K ﹤0.01%
8,644
-760
2131
$377K ﹤0.01%
14,647
-5,496
2132
$377K ﹤0.01%
4,741
-557
2133
$377K ﹤0.01%
+1,660
2134
$376K ﹤0.01%
+16,712
2135
$375K ﹤0.01%
7,223
-499
2136
$372K ﹤0.01%
12,889
-433
2137
$371K ﹤0.01%
18,525
-4,141
2138
$371K ﹤0.01%
+6,350
2139
$369K ﹤0.01%
18,513
+1,472
2140
$369K ﹤0.01%
4,159
+201
2141
$368K ﹤0.01%
7,617
+301
2142
$368K ﹤0.01%
9,301
+1,715
2143
$368K ﹤0.01%
21,729
-2,262
2144
$368K ﹤0.01%
33,298
+1,373
2145
$368K ﹤0.01%
10,597
+1,433
2146
$366K ﹤0.01%
11,983
-387
2147
$366K ﹤0.01%
+4,028
2148
$365K ﹤0.01%
3,402
+198
2149
$364K ﹤0.01%
7,094
-1,725
2150
$364K ﹤0.01%
45,638
-4,050
84 85
86
87 88