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
2851
– –
-12,339
2852
– –
-14,850
2853
– –
-14,466
2854
– –
-24,207
111 112 113 114
115