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
2551
$192K ﹤0.01%
11,495
-946
2552
$192K ﹤0.01%
20,192
-54
2553
$191K ﹤0.01%
+11,140
2554
$189K ﹤0.01%
45,000
2555
$187K ﹤0.01%
+10,363
2556
$187K ﹤0.01%
+10,114
2557
$185K ﹤0.01%
11,825
2558
$185K ﹤0.01%
10,300
2559
$184K ﹤0.01%
17,851
2560
$184K ﹤0.01%
23,486
+995
2561
$183K ﹤0.01%
13,449
-345
2562
$183K ﹤0.01%
15,062
+31
2563
$181K ﹤0.01%
13,316
2564
$180K ﹤0.01%
+10,110
2565
$178K ﹤0.01%
22,650
+7,785
2566
$177K ﹤0.01%
+12,674
2567
$174K ﹤0.01%
15,105
2568
$171K ﹤0.01%
8,725
2569
$170K ﹤0.01%
+14,925
2570
$169K ﹤0.01%
11,239
2571
$168K ﹤0.01%
+21,249
2572
$167K ﹤0.01%
14
2573
$167K ﹤0.01%
19,980
2574
$166K ﹤0.01%
12,210
+2,210
2575
$165K ﹤0.01%
11,184
-516
101 102
103
104 105