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
2726
$0 ﹤0.01%
+26,346
2727
– –
-8,466
2728
– –
-4,768
2729
– –
-67,759
2730
– –
-8,838
2731
– –
-12,278
2732
– –
-19,659
2733
– –
-47,227
2734
– –
-1,178
2735
– –
-4,848
2736
– –
-4,791
2737
– –
-7,857
2738
– –
-22,938
2739
– –
-36,865
2740
– –
-5,344
2741
– –
-35,056
2742
– –
-15,700
2743
– –
-17,835
2744
– –
-13,424
2745
– –
-10,179
2746
– –
-10,801
2747
– –
-9,854
2748
– –
-11,641
2749
– –
-7,302
2750
– –
-15,466
108 109
110
111 112