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
326
$31M 0.05%
269,784
+35,274
327
$30.4M 0.05%
246,739
-1,234
328
$30.4M 0.05%
113,577
-422
329
$30.1M 0.05%
169,088
+78,798
330
$30M 0.05%
92,655
-31,100
331
$29.7M 0.05%
446,191
-1,994
332
$29.6M 0.05%
436,129
-82,019
333
$29M 0.04%
224,205
+24,384
334
$28.9M 0.04%
457,131
+146,719
335
$28.8M 0.04%
1,198,274
+284,813
336
$28.8M 0.04%
1,527,546
-57,918
337
$28.6M 0.04%
48,096
-1,937
338
$28.3M 0.04%
210,419
-11,984
339
$28M 0.04%
54,098
-2,467
340
$27.9M 0.04%
746,543
-44,088
341
$27.8M 0.04%
179,227
-7,245
342
$27.6M 0.04%
134,810
-8,533
343
$27.4M 0.04%
229,955
-1,476
344
$27.3M 0.04%
1,027,572
+76,394
345
$27.3M 0.04%
257,769
+15,588
346
$26.9M 0.04%
249,933
-24,553
347
$26.8M 0.04%
393,077
+1,378
348
$26.8M 0.04%
307,610
+1,809
349
$26.7M 0.04%
70,040
+768
350
$26.6M 0.04%
363,324
+8,527
12 13
14
15 16