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
376
$24.1M 0.04%
258,984
-19,266
377
$24M 0.04%
148,942
+1,433
378
$24M 0.04%
93,757
-10,468
379
$23.8M 0.04%
160,814
-21,624
380
$23.5M 0.04%
1,113,194
-5,383
381
$23.5M 0.04%
38,320
-780
382
$23.4M 0.04%
621,970
+69,371
383
$23.4M 0.04%
128,536
-24,075
384
$23M 0.04%
92,925
-531
385
$23M 0.04%
198,485
+11,026
386
$22.9M 0.04%
61,969
-2,587
387
$22.9M 0.03%
125,089
-4,270
388
$22.9M 0.03%
388,532
-15,683
389
$22.8M 0.03%
393,379
+67,583
390
$22.8M 0.03%
151,599
+10,737
391
$22.6M 0.03%
68,093
-9,052
392
$22.5M 0.03%
57,592
+371
393
$22.5M 0.03%
206,588
-26,674
394
$22.5M 0.03%
84,542
+1,114
395
$22.4M 0.03%
169,989
-14,480
396
$22.4M 0.03%
74,277
+3,531
397
$22.4M 0.03%
533,301
+23,604
398
$22.2M 0.03%
187,092
-107,498
399
$22.2M 0.03%
53,832
-5,806
400
$22.2M 0.03%
193,910
+614
14 15
16
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