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
2426
$222K ﹤0.01%
+4,985
2427
$221K ﹤0.01%
+5,716
2428
$220K ﹤0.01%
4,146
-2,435
2429
$219K ﹤0.01%
+1,522
2430
$219K ﹤0.01%
+8,311
2431
$219K ﹤0.01%
+5,430
2432
$218K ﹤0.01%
+9,093
2433
$218K ﹤0.01%
7,306
-680
2434
$217K ﹤0.01%
3,609
-1,111
2435
$217K ﹤0.01%
+8,590
2436
$217K ﹤0.01%
6,786
-15,425
2437
$217K ﹤0.01%
+3,911
2438
$216K ﹤0.01%
1,220
+16
2439
$216K ﹤0.01%
+6,820
2440
$215K ﹤0.01%
17,828
-2
2441
$215K ﹤0.01%
+2,553
2442
$215K ﹤0.01%
6,954
-1,665
2443
$213K ﹤0.01%
+5,255
2444
$213K ﹤0.01%
+1,768
2445
$212K ﹤0.01%
+1,926
2446
$212K ﹤0.01%
14,656
-4,876
2447
$212K ﹤0.01%
+6,734
2448
$212K ﹤0.01%
+2,583
2449
$212K ﹤0.01%
+1,504
2450
$212K ﹤0.01%
+4,294
96 97
98
99 100