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
2251
$315K ﹤0.01%
14,159
-6,285
2252
$315K ﹤0.01%
25,403
-815
2253
$314K ﹤0.01%
39,652
-53,437
2254
$314K ﹤0.01%
+13,317
2255
$314K ﹤0.01%
10,939
-650
2256
$312K ﹤0.01%
15,141
+133
2257
$312K ﹤0.01%
20,376
-4,590
2258
$310K ﹤0.01%
9,519
2259
$310K ﹤0.01%
+20,643
2260
$310K ﹤0.01%
19,407
-5,086
2261
$309K ﹤0.01%
29,956
+3
2262
$309K ﹤0.01%
20,532
+2,056
2263
$309K ﹤0.01%
10,038
-4,577
2264
$308K ﹤0.01%
+6,282
2265
$308K ﹤0.01%
3,636
-192
2266
$308K ﹤0.01%
+8,012
2267
$308K ﹤0.01%
3,603
-147
2268
$307K ﹤0.01%
+9,811
2269
$307K ﹤0.01%
+15,654
2270
$305K ﹤0.01%
6,718
2271
$304K ﹤0.01%
4,883
+685
2272
$303K ﹤0.01%
+6,518
2273
$303K ﹤0.01%
+1,796
2274
$303K ﹤0.01%
5,712
-5,214
2275
$303K ﹤0.01%
+3,656
89 90
91
92 93