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
201
$59.9M 0.1%
1,718,895
+757,438
202
$59M 0.09%
629,422
-89,450
203
$58M 0.09%
1,146,046
+868,092
204
$56.9M 0.09%
506,185
-154,221
205
$56.6M 0.09%
938,605
+209,559
206
$56.2M 0.09%
1,934,349
+815,568
207
$55.9M 0.09%
254,556
+85
208
$55.7M 0.09%
598,642
-80,869
209
$55.5M 0.09%
234,993
-15,069
210
$55.5M 0.09%
328,112
+81,489
211
$55.2M 0.09%
603,924
+66,024
212
$55M 0.09%
225,701
+26,244
213
$54.6M 0.09%
734,989
-28,579
214
$54.3M 0.09%
677,079
-555,049
215
$53.9M 0.09%
365,498
-98,690
216
$53.8M 0.09%
1,236,222
-176,734
217
$53.8M 0.09%
2,040,567
-43,623
218
$53.4M 0.09%
972,009
-67,925
219
$53.2M 0.08%
1,096,673
-272,531
220
$52.8M 0.08%
2,544,612
-81,620
221
$52.5M 0.08%
3,131,597
-654,655
222
$51.8M 0.08%
230,395
-184,028
223
$51.7M 0.08%
1,656,386
+53,231
224
$51.6M 0.08%
1,095,158
+28,517
225
$51.3M 0.08%
449,646
-44,098
7 8
9
10 11