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
2376
$254K ﹤0.01%
7,276
-3,315
2377
$254K ﹤0.01%
+17,697
2378
$253K ﹤0.01%
8,998
-3,421
2379
$252K ﹤0.01%
5,503
-46,501
2380
$252K ﹤0.01%
71,973
+8,297
2381
$251K ﹤0.01%
11,630
-1,467
2382
$250K ﹤0.01%
13,942
+12
2383
$248K ﹤0.01%
2,576
-168
2384
$248K ﹤0.01%
+2,605
2385
$248K ﹤0.01%
+13,348
2386
$247K ﹤0.01%
17,517
-566
2387
$247K ﹤0.01%
+4,198
2388
$246K ﹤0.01%
15,205
-334
2389
$246K ﹤0.01%
13,958
+2,372
2390
$245K ﹤0.01%
16,282
+32
2391
$245K ﹤0.01%
11,660
-745
2392
$244K ﹤0.01%
5,797
-4,859
2393
$244K ﹤0.01%
9,163
-2
2394
$241K ﹤0.01%
+8,730
2395
$241K ﹤0.01%
+11,557
2396
$240K ﹤0.01%
1,597
-4
2397
$240K ﹤0.01%
12,586
-407
2398
$239K ﹤0.01%
11,726
-13
2399
$239K ﹤0.01%
4,772
-17,115
2400
$239K ﹤0.01%
17,368
+4,848
94 95
96
97 98