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
2226
$329K ﹤0.01%
9,148
-5,461
2227
$328K ﹤0.01%
17,602
-6,577
2228
$328K ﹤0.01%
16,436
2229
$328K ﹤0.01%
11,609
-371
2230
$327K ﹤0.01%
+38,790
2231
$326K ﹤0.01%
11,840
-383
2232
$326K ﹤0.01%
9,141
+830
2233
$326K ﹤0.01%
+6,467
2234
$325K ﹤0.01%
25,639
+2,387
2235
$325K ﹤0.01%
8,096
-254
2236
$324K ﹤0.01%
8,490
-1,536
2237
$324K ﹤0.01%
10,084
-13,357
2238
$324K ﹤0.01%
6,914
2239
$321K ﹤0.01%
5,395
+9
2240
$321K ﹤0.01%
16,630
-1
2241
$321K ﹤0.01%
4,221
+237
2242
$321K ﹤0.01%
5,357
-2,593
2243
$321K ﹤0.01%
5,923
-896
2244
$321K ﹤0.01%
5,744
+131
2245
$320K ﹤0.01%
+7,568
2246
$320K ﹤0.01%
19,700
-2,800
2247
$319K ﹤0.01%
44,110
2248
$319K ﹤0.01%
4,879
-116
2249
$318K ﹤0.01%
10,991
-355
2250
$316K ﹤0.01%
7,111
-6,943
88 89
90
91 92