Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$174M
2
+$101M
3
+$83.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$50.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48.1M

Top Sells

1
+$90.5M
2
+$73.1M
3
+$65.6M
4
NTRS icon
Northern Trust
NTRS
+$62.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.8M

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
2801
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-4,551
2802
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-5,563
2803
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-37,547
2804
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-12,199
2805
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2807
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2808
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2809
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-109,902
2810
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2811
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2812
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-4,895
2813
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2814
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2815
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2816
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-40,439
2817
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2818
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-10,000
2819
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2820
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2821
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0
2822
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2823
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2824
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2825
$0 ﹤0.01%
+15,586
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