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
2326
$276K ﹤0.01%
8,537
-215
2327
$276K ﹤0.01%
+12,062
2328
$275K ﹤0.01%
11,188
-1,342
2329
$275K ﹤0.01%
+5,889
2330
$275K ﹤0.01%
5,227
-39
2331
$274K ﹤0.01%
17,924
2332
$274K ﹤0.01%
1,174
-1,138
2333
$273K ﹤0.01%
+5,893
2334
$273K ﹤0.01%
+11,791
2335
$273K ﹤0.01%
113,666
+3,595
2336
$272K ﹤0.01%
+8,001
2337
$272K ﹤0.01%
+4,905
2338
$272K ﹤0.01%
9,055
-7,334
2339
$271K ﹤0.01%
6,443
-120
2340
$270K ﹤0.01%
21,975
-710
2341
$270K ﹤0.01%
4,084
-1,052
2342
$270K ﹤0.01%
+11,184
2343
$269K ﹤0.01%
5,524
2344
$269K ﹤0.01%
77,477
-225
2345
$269K ﹤0.01%
+8,744
2346
$269K ﹤0.01%
26,627
2347
$269K ﹤0.01%
1,078,818
2348
$268K ﹤0.01%
2,495
-819
2349
$268K ﹤0.01%
38,939
-705
2350
$267K ﹤0.01%
7,112
-2,481
92 93
94
95 96