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
2826
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2827
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-7,256
2828
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2829
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2830
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2831
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2832
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2833
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2834
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2835
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2836
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2837
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-31,072
2838
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-4,991
2839
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2840
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2841
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-8,990
2842
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-29,708
2843
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2844
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-1,446
2845
$0 ﹤0.01%
+29,797
2846
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-7,057
2847
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-14,968
2848
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2849
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-489
2850
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-1,116
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