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
2701
– –
-1,868
2702
– –
-92,447
2703
– –
-33,352
2704
– –
-20,285
2705
– –
-23,780
2706
– –
-124,707
2707
– –
-18,530
2708
– –
-14,601
2709
– –
-52,722
2710
– –
-247,038
2711
– –
-81,320
2712
– –
-30,861
2713
– –
-11,700
2714
– –
0
2715
– –
-30,818
2716
– –
-25,000
2717
– –
-121,190
2718
– –
-32,106
2719
– –
-53,954
2720
– –
-21,378
2721
– –
-8,048
2722
– –
-1,117,419
2723
– –
-29,180
2724
– –
-42,846
2725
– –
-8,144
107 108
109
110 111