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
301
$34.7M 0.05%
1,264,418
+10,375
302
$34.7M 0.05%
150,952
+45,063
303
$34.5M 0.05%
396,817
+5,419
304
$34.5M 0.05%
197,095
-816
305
$34.2M 0.05%
336,756
-7,776
306
$34M 0.05%
217,268
-1,993
307
$33.8M 0.05%
395,777
-2,742
308
$33.7M 0.05%
518,003
+21,111
309
$33.6M 0.05%
123,089
-1,393
310
$33M 0.05%
386,860
-2,727
311
$32.9M 0.05%
1,090,808
-9,140
312
$32.8M 0.05%
133,826
+3,009
313
$32.7M 0.05%
493,409
+101,738
314
$32.6M 0.05%
150,366
-7,572
315
$32.5M 0.05%
26,330
-181
316
$32.2M 0.05%
91,374
-8,409
317
$32.2M 0.05%
620,842
+26,799
318
$32.1M 0.05%
290,454
+700
319
$31.9M 0.05%
295,900
-41,604
320
$31.9M 0.05%
1,622,360
-33,746
321
$31.9M 0.05%
191,058
-16,222
322
$31.5M 0.05%
285,569
-11,610
323
$31.5M 0.05%
904,287
-49,334
324
$31.4M 0.05%
603,879
-30,764
325
$31.4M 0.05%
270,695
+132,010
11 12
13
14 15