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
2501
$215K ﹤0.01%
6,593
+96
2502
$214K ﹤0.01%
19,134
+4,656
2503
$214K ﹤0.01%
+2,220
2504
$214K ﹤0.01%
+1,436
2505
$214K ﹤0.01%
1,209
+649
2506
$213K ﹤0.01%
5,920
-1,856
2507
$213K ﹤0.01%
4,244
-2,295
2508
$213K ﹤0.01%
11,089
+19
2509
$212K ﹤0.01%
11,920
-19,551
2510
$211K ﹤0.01%
+5,149
2511
$211K ﹤0.01%
4,903
-474
2512
$211K ﹤0.01%
+1,318
2513
$211K ﹤0.01%
+7,177
2514
$210K ﹤0.01%
2,396
-177
2515
$210K ﹤0.01%
+4,665
2516
$210K ﹤0.01%
+5,156
2517
$210K ﹤0.01%
+1,233
2518
$210K ﹤0.01%
6,058
-150
2519
$209K ﹤0.01%
10,400
-3,000
2520
$208K ﹤0.01%
7,863
2521
$208K ﹤0.01%
+1,515
2522
$208K ﹤0.01%
4,783
-142
2523
$207K ﹤0.01%
67,550
2524
$207K ﹤0.01%
4,102
2525
$207K ﹤0.01%
22,136
-686
99 100
101
102 103