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
276
$42.8M 0.07%
610,232
+66,768
277
$41.7M 0.06%
744,076
-3,858
278
$41.5M 0.06%
949,350
+14,932
279
$41.2M 0.06%
796,103
+1,167
280
$40.9M 0.06%
429,574
-85,335
281
$40.6M 0.06%
90
282
$40.4M 0.06%
309,883
-8,012
283
$40.4M 0.06%
162,334
-4,607
284
$40.3M 0.06%
562,441
+70,308
285
$40.1M 0.06%
486,730
+13,552
286
$39.7M 0.06%
456,717
-84,117
287
$39.3M 0.06%
407,055
+16,778
288
$39.2M 0.06%
740,478
-139,256
289
$39M 0.06%
59,273
-1,319
290
$39M 0.06%
157,079
+13,644
291
$38.9M 0.06%
171,914
-4,618
292
$38.8M 0.06%
336,708
-8,760
293
$38M 0.06%
481,424
-22,761
294
$37.2M 0.06%
207,991
+4,241
295
$37.1M 0.06%
772,300
-2,764
296
$36.6M 0.06%
818,742
+15,869
297
$36.5M 0.06%
309,952
-211,222
298
$35.4M 0.05%
102,323
-2,478
299
$35.3M 0.05%
274,707
-2,856
300
$35M 0.05%
227,570
-9,629
10 11
12
13 14