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
2801
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-7,569
2802
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-31,072
2803
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-4,991
2804
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-11,288
2805
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-1,845
2806
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-8,990
2807
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-29,708
2808
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-564
2809
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-1,446
2810
$0 ﹤0.01%
+29,797
2811
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-7,057
2812
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-14,968
2813
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-10,268
2814
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-489
2815
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-1,116
2816
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-12,339
2817
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-14,850
2818
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2819
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2820
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-6,912
2821
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-28,706
2822
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-13,453
2823
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-11,064
2824
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-13,001
2825
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-1,517
111 112
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114 115