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
2676
– –
-8,048
2677
– –
-1,117,419
2678
– –
-29,180
2679
– –
-42,846
2680
– –
-4,551
2681
– –
-43,590
2682
– –
-22,209
2683
– –
-14,519
2684
– –
-16,910
2685
– –
-13,969
2686
– –
-2,235
2687
– –
-13,998
2688
– –
-10,090
2689
– –
-6,458
2690
– –
-14,790
2691
– –
-9,718
2692
– –
-12,215
2693
– –
-13,446
2694
– –
-67
2695
– –
-45,269
2696
– –
-10,000
2697
– –
-10,092
2698
– –
-2,566
2699
– –
-5,296
2700
– –
-10,260
106 107
108
109 110