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
2151
$364K ﹤0.01%
17,735
-1,120
2152
$363K ﹤0.01%
22,391
+3,347
2153
$361K ﹤0.01%
15,967
+3,722
2154
$361K ﹤0.01%
+2,281
2155
$361K ﹤0.01%
+13,211
2156
$360K ﹤0.01%
+4,646
2157
$360K ﹤0.01%
29,405
+4,414
2158
$359K ﹤0.01%
13,173
+183
2159
$359K ﹤0.01%
6,916
+795
2160
$358K ﹤0.01%
4,907
-156
2161
$357K ﹤0.01%
+18,827
2162
$357K ﹤0.01%
+23,970
2163
$356K ﹤0.01%
8,409
+2,676
2164
$354K ﹤0.01%
6,422
-208
2165
$354K ﹤0.01%
14,474
+398
2166
$354K ﹤0.01%
+17,390
2167
$353K ﹤0.01%
10,115
+3,315
2168
$353K ﹤0.01%
4,087
2169
$353K ﹤0.01%
87,276
-1,207
2170
$352K ﹤0.01%
39,763
+9,637
2171
$352K ﹤0.01%
+5,238
2172
$352K ﹤0.01%
+4,000
2173
$352K ﹤0.01%
8,928
-226
2174
$351K ﹤0.01%
5,337
-2,053
2175
$350K ﹤0.01%
14,860
-480
85 86
87
88 89