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
2476
$228K ﹤0.01%
10,441
-1,056
2477
$227K ﹤0.01%
3,612
+4
2478
$227K ﹤0.01%
30,592
-15,432
2479
$226K ﹤0.01%
11,154
+40
2480
$226K ﹤0.01%
72,790
2481
$224K ﹤0.01%
+2,464
2482
$224K ﹤0.01%
+7,320
2483
$224K ﹤0.01%
+4,253
2484
$224K ﹤0.01%
4,031
-3,598
2485
$224K ﹤0.01%
+4,085
2486
$223K ﹤0.01%
16,288
+3,414
2487
$222K ﹤0.01%
1,171
+4
2488
$222K ﹤0.01%
+5,875
2489
$221K ﹤0.01%
3,778
-10
2490
$221K ﹤0.01%
30,512
-23,067
2491
$220K ﹤0.01%
1,378
-88
2492
$219K ﹤0.01%
+10,104
2493
$218K ﹤0.01%
12,342
+1,681
2494
$218K ﹤0.01%
+6,831
2495
$218K ﹤0.01%
+7,826
2496
$217K ﹤0.01%
+2,042
2497
$216K ﹤0.01%
+3,561
2498
$216K ﹤0.01%
+24,739
2499
$216K ﹤0.01%
+6,040
2500
$215K ﹤0.01%
4,154
-10,388
98 99
100
101 102