Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$3.19B 5.07%
6,671,265
+424,952
2
$1.8B 2.86%
4,783,121
-672,256
3
$1.69B 2.69%
3,556,755
+57,762
4
$1.36B 2.15%
7,038,466
-1,374,006
5
$1.29B 2.04%
55,833,562
-277,430
6
$1.21B 1.93%
7,687,441
-127,314
7
$996M 1.58%
2,280,997
+60,167
8
$979M 1.56%
16,612,373
-1,747,663
9
$675M 1.07%
2,225,052
+47,257
10
$651M 1.03%
1,878,573
-219,633
11
$633M 1.01%
6,382,581
+840,304
12
$631M 1%
4,153,058
-794,620
13
$597M 0.95%
3,101,415
-46,013
14
$576M 0.92%
3,852,201
-773,988
15
$559M 0.89%
4,097,404
+141,190
16
$559M 0.89%
6,113,945
+770,288
17
$552M 0.88%
5,098,858
-97,812
18
$550M 0.87%
3,900,834
-629,149
19
$543M 0.86%
7,713,863
-470,931
20
$498M 0.79%
2,926,730
-79,940
21
$493M 0.78%
9,948,550
-1,965,260
22
$476M 0.76%
1,162,295
+61,291
23
$472M 0.75%
8,516,510
-153,980
24
$465M 0.74%
1,787,566
-193,481
25
$458M 0.73%
2,953,515
-257,427
1
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