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
2601
$133K ﹤0.01%
10,200
2602
$129K ﹤0.01%
16,972
-11,752
2603
$127K ﹤0.01%
27,745
-31,131
2604
$127K ﹤0.01%
2,745
-2,690
2605
$126K ﹤0.01%
12,809
2606
$125K ﹤0.01%
+10,168
2607
$124K ﹤0.01%
+10,126
2608
$124K ﹤0.01%
18,600
-1,941
2609
$123K ﹤0.01%
19,572
-12,448
2610
$123K ﹤0.01%
12,300
-8,750
2611
$122K ﹤0.01%
20,280
2612
$122K ﹤0.01%
30,813
2613
$121K ﹤0.01%
17,225
-250
2614
$120K ﹤0.01%
11,310
-401
2615
$119K ﹤0.01%
160
2616
$115K ﹤0.01%
14,501
2617
$112K ﹤0.01%
13,800
-33,635
2618
$111K ﹤0.01%
35,814
-110
2619
$110K ﹤0.01%
+10,300
2620
$110K ﹤0.01%
15,139
2621
$109K ﹤0.01%
3,923
-14
2622
$104K ﹤0.01%
668
2623
$100K ﹤0.01%
+11,105
2624
$99K ﹤0.01%
9,500
2625
$99K ﹤0.01%
8
103 104
105
106 107