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
$65.4B
AUM Growth
+$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,885
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$97.4M
3
+$86.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$51.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48M

Top Sells

1
+$90.1M
2
+$71M
3
+$63.6M
4
NTRS icon
Northern Trust
NTRS
+$62.8M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.4M

Sector Composition

1 Technology 13.48%
2 Healthcare 9.05%
3 Financials 8.57%
4 Consumer Discretionary 7.23%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.9M 0.08%
26,176
-4,220
227
$54.7M 0.08%
812,106
-26,291
228
$54.7M 0.08%
673,106
-25,364
229
$54.6M 0.08%
496,914
+423,206
230
$54.2M 0.08%
1,075,862
-15,098
231
$54M 0.08%
327,460
-54,124
232
$53.8M 0.08%
404,832
-8,324
233
$53.7M 0.08%
468,484
-139,963
234
$53.3M 0.08%
317,211
-4,339
235
$53.3M 0.08%
412,595
+33,338
236
$52.6M 0.08%
724,246
+3,034
237
$52.1M 0.08%
2,746,602
-76,338
238
$51.8M 0.08%
682,705
+22,656
239
$51.4M 0.08%
1,368,257
-9,221
240
$51M 0.08%
98,544
+73
241
$50.8M 0.08%
646,141
-58,892
242
$50.5M 0.08%
2,285,961
-15,782
243
$50.4M 0.08%
2,460,128
-328,352
244
$50.2M 0.08%
823,974
+109,282
245
$50.1M 0.08%
1,043,989
+39,218
246
$49.2M 0.08%
444,522
-18,223
247
$48.8M 0.07%
620,870
+1,648
248
$48.6M 0.07%
597,402
+6,653
249
$48.4M 0.07%
552,563
-72,325
250
$48.3M 0.07%
403,988
-524,827
8 9
10
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