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
2301
$287K ﹤0.01%
+13,071
2302
$286K ﹤0.01%
2,408
-650
2303
$286K ﹤0.01%
+20,922
2304
$285K ﹤0.01%
13,763
2305
$285K ﹤0.01%
6,612
-214
2306
$285K ﹤0.01%
11,584
-2,552
2307
$284K ﹤0.01%
3,284
-752
2308
$284K ﹤0.01%
14,371
-418
2309
$284K ﹤0.01%
9,841
-259
2310
$283K ﹤0.01%
19,427
-627
2311
$283K ﹤0.01%
7,255
-816
2312
$282K ﹤0.01%
8,114
+1,031
2313
$282K ﹤0.01%
32,807
-1,286
2314
$282K ﹤0.01%
10,830
+114
2315
$281K ﹤0.01%
5,665
-12,117
2316
$281K ﹤0.01%
+10,171
2317
$279K ﹤0.01%
18,605
2318
$279K ﹤0.01%
1,259
-629
2319
$279K ﹤0.01%
8,199
-785
2320
$279K ﹤0.01%
8,271
-1,839
2321
$279K ﹤0.01%
1,152
+18
2322
$279K ﹤0.01%
72,159
2323
$278K ﹤0.01%
6,057
-50
2324
$277K ﹤0.01%
3,082
-1,204
2325
$276K ﹤0.01%
39,132
-1,263
91 92
93
94 95