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
2576
$165K ﹤0.01%
2,833
-540
2577
$165K ﹤0.01%
+14,035
2578
$163K ﹤0.01%
14,513
+700
2579
$161K ﹤0.01%
+50,016
2580
$159K ﹤0.01%
+10,012
2581
$158K ﹤0.01%
2,963
2582
$158K ﹤0.01%
26,711
-20,139
2583
$156K ﹤0.01%
17,500
-50
2584
$154K ﹤0.01%
11,650
-16,568
2585
$153K ﹤0.01%
17,408
+1,204
2586
$152K ﹤0.01%
23,812
-3,209
2587
$152K ﹤0.01%
6,594
-323
2588
$151K ﹤0.01%
14,840
2589
$150K ﹤0.01%
12,815
2590
$148K ﹤0.01%
+13,689
2591
$147K ﹤0.01%
20,895
-6,261
2592
$145K ﹤0.01%
10,000
2593
$145K ﹤0.01%
18,652
-108
2594
$144K ﹤0.01%
+10,679
2595
$142K ﹤0.01%
12,250
-1,637
2596
$141K ﹤0.01%
+45,453
2597
$140K ﹤0.01%
13,741
-813
2598
$139K ﹤0.01%
15,510
2599
$137K ﹤0.01%
10,800
+425
2600
$136K ﹤0.01%
+11,260
102 103
104
105 106