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
451
$18.5M 0.03%
200,031
-35,494
452
$18.5M 0.03%
91,781
-1,567
453
$18.4M 0.03%
170,182
-147,990
454
$18.3M 0.03%
170,610
+9,987
455
$18.3M 0.03%
81,670
-2,671
456
$18.2M 0.03%
112,435
+11,583
457
$18.1M 0.03%
91,814
-8,101
458
$18.1M 0.03%
325,383
-68,313
459
$18.1M 0.03%
22,682
+326
460
$18.1M 0.03%
81,707
-31,170
461
$18M 0.03%
48,700
-347
462
$18M 0.03%
307,281
+7,873
463
$17.9M 0.03%
197,548
-15,377
464
$17.9M 0.03%
289,119
+13,555
465
$17.9M 0.03%
386,574
-4,197
466
$17.9M 0.03%
165,338
+2,301
467
$17.8M 0.03%
66,302
-5,771
468
$17.7M 0.03%
174,783
-5,844
469
$17.7M 0.03%
519,364
+79,804
470
$17.7M 0.03%
26,063
-1,977
471
$17.4M 0.03%
310,457
-515
472
$17.3M 0.03%
139,311
+1,595
473
$17.3M 0.03%
43,119
+1,792
474
$17.3M 0.03%
126,306
+6,156
475
$17.2M 0.03%
381,110
-10,476
17 18
19
20 21