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
2651
$50K ﹤0.01%
+12,108
2652
$45K ﹤0.01%
+1,250
2653
$44K ﹤0.01%
3,682
2654
$43K ﹤0.01%
1,396
-21
2655
$42K ﹤0.01%
11,750
2656
$41K ﹤0.01%
2,562
2657
$37K ﹤0.01%
2,100
2658
$36K ﹤0.01%
36,667
-4,926
2659
$36K ﹤0.01%
6
2660
$35K ﹤0.01%
662
2661
$34K ﹤0.01%
1,000
2662
$33K ﹤0.01%
13,060
-2,150
2663
– –
0
2664
$30K ﹤0.01%
+16,689
2665
$14K ﹤0.01%
10,000
2666
$13K ﹤0.01%
400
2667
$12K ﹤0.01%
1,543
2668
$7K ﹤0.01%
35,880
2669
$7K ﹤0.01%
+20,050
2670
$6K ﹤0.01%
+550
2671
– –
-25,000
2672
– –
-121,190
2673
– –
-32,106
2674
– –
-53,954
2675
– –
-21,378
105 106
107
108 109