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
2201
$339K ﹤0.01%
1,916
-49
2202
$339K ﹤0.01%
8,576
-219
2203
$339K ﹤0.01%
6,413
-22
2204
$339K ﹤0.01%
4,309
-132
2205
$338K ﹤0.01%
2,340
-2,421
2206
$338K ﹤0.01%
8,634
-821
2207
$338K ﹤0.01%
7,381
2208
$338K ﹤0.01%
48,014
+9,124
2209
$336K ﹤0.01%
+6,801
2210
$335K ﹤0.01%
3,123
-80
2211
$335K ﹤0.01%
23,612
-10,348
2212
$335K ﹤0.01%
+13,792
2213
$334K ﹤0.01%
8,852
-232
2214
$333K ﹤0.01%
3,405
-4,184
2215
$333K ﹤0.01%
+15,199
2216
$332K ﹤0.01%
7,700
+1,655
2217
$332K ﹤0.01%
3,268
-24
2218
$331K ﹤0.01%
22,965
-189
2219
$331K ﹤0.01%
5,891
+34
2220
$331K ﹤0.01%
+23,123
2221
$331K ﹤0.01%
1,699
-578
2222
$330K ﹤0.01%
35,022
-1,256
2223
$330K ﹤0.01%
15,298
-77
2224
$329K ﹤0.01%
23,211
-1,159
2225
$329K ﹤0.01%
22,872
+4,676
87 88
89
90 91