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
2401
$239K ﹤0.01%
5,089
-514
2402
$239K ﹤0.01%
+37,746
2403
$238K ﹤0.01%
63,340
+57
2404
$237K ﹤0.01%
15,827
+41
2405
$236K ﹤0.01%
+4,930
2406
$236K ﹤0.01%
27,507
-125
2407
$236K ﹤0.01%
5,415
-2,423
2408
$235K ﹤0.01%
2,564
-8,209
2409
$234K ﹤0.01%
11,439
-137
2410
$234K ﹤0.01%
13,193
+81
2411
$233K ﹤0.01%
6,342
+10
2412
$233K ﹤0.01%
+8,202
2413
$232K ﹤0.01%
4,088
+91
2414
$231K ﹤0.01%
5,250
-5,336
2415
$230K ﹤0.01%
1,690
-3,157
2416
$230K ﹤0.01%
+5,003
2417
$229K ﹤0.01%
29,076
2418
$228K ﹤0.01%
2,356
-72
2419
$227K ﹤0.01%
5,687
2420
$227K ﹤0.01%
+2,043
2421
$226K ﹤0.01%
6,342
2422
$226K ﹤0.01%
6,613
-1,544
2423
$225K ﹤0.01%
5,000
+1,315
2424
$225K ﹤0.01%
13,132
-850
2425
$224K ﹤0.01%
17,834
-21,956
95 96
97
98 99