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
– –
-17,220
2702
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-3,942
2703
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-41,650
2704
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-19,903
2705
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-1,260
2706
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-4,025
2707
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-20,566
2708
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-1,944
2709
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-12,085
2710
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-33,052
2711
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-16,808
2712
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-9,303
2713
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-765
2714
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-9,746
2715
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-5,853
2716
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-16,740
2717
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-2,732
2718
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-5,563
2719
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-16,382
2720
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-8,360
2721
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-23,855
2722
– –
-636,084
2723
– –
-14,747
2724
– –
-8,144
2725
– –
-6,892
107 108
109
110 111