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
251
$47.9M 0.07%
263,292
+18,652
252
$47.8M 0.07%
284,168
-2,944
253
$47.7M 0.07%
716,620
-290,000
254
$47.6M 0.07%
261,736
-172,580
255
$47.1M 0.07%
227,901
+17,256
256
$47.1M 0.07%
72,493
-1,313
257
$46.9M 0.07%
518,045
+5,828
258
$46.7M 0.07%
988,592
+63,543
259
$46.7M 0.07%
191,408
-12,833
260
$45.7M 0.07%
2,964,884
-82,110
261
$45.4M 0.07%
317,838
-28,789
262
$45.3M 0.07%
115,935
-7,489
263
$45.3M 0.07%
680,674
-3,770
264
$44.7M 0.07%
863,142
+214,216
265
$44.4M 0.07%
887,745
-119,257
266
$44.3M 0.07%
246,960
-31,888
267
$44M 0.07%
494,780
-14,713
268
$44M 0.07%
729,880
+31,660
269
$43.6M 0.07%
18,156
+448
270
$43.5M 0.07%
772,927
-19,202
271
$43.2M 0.07%
160,009
-993
272
$43M 0.07%
531,893
-60,558
273
$42.9M 0.07%
182,069
+2,780
274
$42.9M 0.07%
2,064,126
+1,365,843
275
$42.8M 0.07%
516,380
+71,454
9 10
11
12 13