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
2176
$350K ﹤0.01%
14,476
-462
2177
$350K ﹤0.01%
5,195
-699
2178
$350K ﹤0.01%
9,492
+136
2179
$349K ﹤0.01%
21,492
-3,169
2180
$348K ﹤0.01%
6,516
-209
2181
$348K ﹤0.01%
7,650
-499
2182
$347K ﹤0.01%
14,631
-1,867
2183
$347K ﹤0.01%
17,910
-578
2184
$346K ﹤0.01%
10,894
-40,446
2185
$345K ﹤0.01%
6,670
-1,083
2186
$345K ﹤0.01%
22,339
-721
2187
$345K ﹤0.01%
2,571
-554
2188
$344K ﹤0.01%
+7,850
2189
$344K ﹤0.01%
4,539
-145
2190
$344K ﹤0.01%
10,847
-741
2191
$343K ﹤0.01%
19,347
-625
2192
$343K ﹤0.01%
27,627
2193
$342K ﹤0.01%
18,812
-608
2194
$342K ﹤0.01%
22,335
+816
2195
$342K ﹤0.01%
7,787
+50
2196
$341K ﹤0.01%
16,922
-1,792
2197
$340K ﹤0.01%
8,407
+132
2198
$340K ﹤0.01%
13,081
-419
2199
$340K ﹤0.01%
+7,480
2200
$340K ﹤0.01%
4,556
86 87
88
89 90