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
401
$22.1M 0.03%
400,788
+28,519
402
$22M 0.03%
332,987
-27,794
403
$22M 0.03%
195,294
-18,444
404
$21.9M 0.03%
239,649
+2,128
405
$21.8M 0.03%
177,032
-2,558
406
$21.7M 0.03%
433,891
-724
407
$21.6M 0.03%
298,046
-20,244
408
$21.5M 0.03%
81,679
+12,509
409
$21.4M 0.03%
405,756
+46,430
410
$21.3M 0.03%
132,308
-948
411
$21.3M 0.03%
430,860
+25,943
412
$21.3M 0.03%
304,191
-18,822
413
$21.3M 0.03%
86,226
-1,419
414
$21.2M 0.03%
133,009
-52
415
$21.2M 0.03%
348,921
+24,963
416
$21.1M 0.03%
152,275
-4,830
417
$20.8M 0.03%
399,015
+104,697
418
$20.7M 0.03%
586,864
-36,756
419
$20.7M 0.03%
224,239
-23,187
420
$20.7M 0.03%
132,588
-14,090
421
$20.6M 0.03%
444,706
+17,606
422
$20.5M 0.03%
42,172
-1,348
423
$20.5M 0.03%
592,616
+115,528
424
$20.4M 0.03%
219,108
-11,337
425
$20.2M 0.03%
743,712
+56,578
15 16
17
18 19