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
426
$20.2M 0.03%
281,808
+30,806
427
$20.2M 0.03%
188,000
+175,335
428
$20.1M 0.03%
359,497
-40,871
429
$20M 0.03%
352,588
+20,390
430
$20M 0.03%
340,702
+2,031
431
$19.9M 0.03%
662,362
-109,404
432
$19.9M 0.03%
60,580
+47,605
433
$19.9M 0.03%
340,912
-105,042
434
$19.8M 0.03%
257,282
-4,502
435
$19.7M 0.03%
245,566
+2,395
436
$19.5M 0.03%
80,448
+690
437
$19.5M 0.03%
74,725
+40,833
438
$19.4M 0.03%
366,715
+35,134
439
$19.3M 0.03%
308,861
-97,202
440
$19.3M 0.03%
561,650
-42,985
441
$19.2M 0.03%
181,379
+69,144
442
$19.2M 0.03%
60,228
-942
443
$19M 0.03%
273,652
-3,133
444
$18.8M 0.03%
211,644
-424
445
$18.7M 0.03%
163,911
-60,070
446
$18.7M 0.03%
110,228
+1,105
447
$18.7M 0.03%
359,995
+298,969
448
$18.5M 0.03%
79,241
+1,204
449
$18.5M 0.03%
389,602
-29,711
450
$18.5M 0.03%
84,138
+2,887
16 17
18
19 20