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
351
$26.4M 0.04%
756,672
+52,983
352
$26.2M 0.04%
192,181
+15,888
353
$26.2M 0.04%
291,344
+6,558
354
$25.9M 0.04%
158,449
-1,150
355
$25.7M 0.04%
536,231
+134,908
356
$25.5M 0.04%
259,446
+7,078
357
$25.4M 0.04%
312,289
-1,186
358
$25.4M 0.04%
378,832
-14,117
359
$25.3M 0.04%
852,567
-289,384
360
$25.2M 0.04%
53,814
-4,853
361
$25.2M 0.04%
1,021,655
-3,445
362
$25M 0.04%
379,026
-28,389
363
$25M 0.04%
713,900
+76,650
364
$24.9M 0.04%
981,246
+61,601
365
$24.9M 0.04%
179,080
-1,160
366
$24.7M 0.04%
558,912
+5,996
367
$24.7M 0.04%
448,247
+1,082
368
$24.5M 0.04%
445,916
+42,456
369
$24.4M 0.04%
370,394
-25,142
370
$24.3M 0.04%
508,381
+108,661
371
$24.3M 0.04%
394,116
+7,263
372
$24.3M 0.04%
228,599
+21,253
373
$24.2M 0.04%
109,923
+1,513
374
$24.1M 0.04%
1,517,998
-236,276
375
$24.1M 0.04%
923,313
+45,900
13 14
15
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