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
2351
$267K ﹤0.01%
16,097
-1,000
2352
$267K ﹤0.01%
916
+13
2353
$264K ﹤0.01%
20,745
-2,449
2354
$263K ﹤0.01%
3,813
+1,315
2355
$263K ﹤0.01%
+26,091
2356
$263K ﹤0.01%
21,500
-1,460
2357
$263K ﹤0.01%
7,888
+684
2358
$262K ﹤0.01%
12,529
-3,771
2359
$262K ﹤0.01%
16,122
+36
2360
$262K ﹤0.01%
3,149
-273
2361
$261K ﹤0.01%
16,144
+3,000
2362
$261K ﹤0.01%
+5,415
2363
$260K ﹤0.01%
21,824
2364
$260K ﹤0.01%
46,164
+7,727
2365
$259K ﹤0.01%
3,608
+28
2366
$259K ﹤0.01%
73,334
-7,837
2367
$258K ﹤0.01%
+9,554
2368
$258K ﹤0.01%
5,364
+37
2369
$258K ﹤0.01%
31,254
2370
$256K ﹤0.01%
5,094
+86
2371
$255K ﹤0.01%
+100,000
2372
$254K ﹤0.01%
22,951
-603
2373
$254K ﹤0.01%
3,084
+42
2374
$254K ﹤0.01%
96,662
-26,459
2375
$254K ﹤0.01%
4,511
-550
93 94
95
96 97