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
2626
$94K ﹤0.01%
15,192
-64,814
2627
$91K ﹤0.01%
27,463
-17,516
2628
$89K ﹤0.01%
+1,125
2629
$87K ﹤0.01%
+2,136
2630
$87K ﹤0.01%
20,000
2631
$87K ﹤0.01%
16,666
2632
$86K ﹤0.01%
16,500
2633
$85K ﹤0.01%
2,857
2634
$81K ﹤0.01%
11,511
-5,726
2635
$81K ﹤0.01%
10,700
-10,230
2636
$79K ﹤0.01%
18,165
2637
$78K ﹤0.01%
+10,584
2638
$77K ﹤0.01%
203
-368
2639
$72K ﹤0.01%
+12,970
2640
$71K ﹤0.01%
11,974
-1,119
2641
$68K ﹤0.01%
12,400
-6,495
2642
$63K ﹤0.01%
21,200
2643
$63K ﹤0.01%
20,000
2644
$62K ﹤0.01%
11,000
-8,561
2645
$61K ﹤0.01%
+13,620
2646
$59K ﹤0.01%
4,512
-564
2647
$57K ﹤0.01%
839
-26
2648
$57K ﹤0.01%
11,000
-2,190
2649
$57K ﹤0.01%
11,423
2650
$53K ﹤0.01%
16,527
104 105
106
107 108