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
2526
$206K ﹤0.01%
+1,342
2527
$206K ﹤0.01%
3,312
-931
2528
$205K ﹤0.01%
+5,528
2529
$204K ﹤0.01%
+3,750
2530
$204K ﹤0.01%
+5,670
2531
$204K ﹤0.01%
3,750
-281
2532
$204K ﹤0.01%
+10,492
2533
$204K ﹤0.01%
+2,584
2534
$204K ﹤0.01%
5,872
-3,639
2535
$203K ﹤0.01%
+5,772
2536
$202K ﹤0.01%
+7,774
2537
$202K ﹤0.01%
5,702
-415
2538
$202K ﹤0.01%
+7,886
2539
$201K ﹤0.01%
6,394
-579
2540
$201K ﹤0.01%
9,630
-1,462
2541
$200K ﹤0.01%
+3,773
2542
$198K ﹤0.01%
10,029
2543
$198K ﹤0.01%
+10,600
2544
$197K ﹤0.01%
13,591
+2,939
2545
$196K ﹤0.01%
18,332
+700
2546
$195K ﹤0.01%
14,500
2547
$194K ﹤0.01%
+21,372
2548
$194K ﹤0.01%
13,272
+982
2549
$193K ﹤0.01%
10,067
+1,057
2550
$193K ﹤0.01%
17,085
-63
100 101
102
103 104