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
2276
$302K ﹤0.01%
47,814
+1,269
2277
$302K ﹤0.01%
6,376
-89
2278
$301K ﹤0.01%
11,116
-6,542
2279
$301K ﹤0.01%
12,417
+2,229
2280
$300K ﹤0.01%
6,339
-320
2281
$299K ﹤0.01%
5,163
+136
2282
$298K ﹤0.01%
3,702
-1,678
2283
$297K ﹤0.01%
+9,187
2284
$296K ﹤0.01%
11,372
-4,331
2285
$296K ﹤0.01%
11,539
-366
2286
$295K ﹤0.01%
15,003
-485
2287
$295K ﹤0.01%
4,515
-97
2288
$295K ﹤0.01%
9,734
+1,574
2289
$295K ﹤0.01%
1,621
+426
2290
$294K ﹤0.01%
9,500
-391
2291
$291K ﹤0.01%
5,195
-139
2292
$291K ﹤0.01%
7,714
+853
2293
$291K ﹤0.01%
9,411
+258
2294
$290K ﹤0.01%
45,480
2295
$289K ﹤0.01%
+7,778
2296
$289K ﹤0.01%
2,809
+57
2297
$288K ﹤0.01%
1,372
-352
2298
$288K ﹤0.01%
5,279
-633
2299
$287K ﹤0.01%
47,457
+19,317
2300
$287K ﹤0.01%
10,420
-552
90 91
92
93 94