Truist Financial Portfolio holdings
AUM
$68.2B
This Quarter Return
+7.27%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$57.4B
AUM Growth
+$57.4B
(+9.9%)
Cap. Flow
+$1.97B
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
17.89%
Holding
2,761
New
248
Increased
1,190
Reduced
1,037
Closed
174
Top Buys
| 1 |
Invesco S&P 500 Pure Value ETF
RPV
|
$145M |
| 2 |
Chubb
CB
|
$133M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$119M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$110M |
| 5 |
NXP Semiconductors
NXPI
|
$101M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$139M |
| 2 |
iShares Gold Trust
IAU
|
$135M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$121M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$59.4M |
| 5 |
Apple
AAPL
|
$54.1M |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Financials | 9.45% |
| 3 | Healthcare | 9.25% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Industrials | 5.75% |