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
26
$431M 0.66%
2,483,571
-23,750
27
$427M 0.65%
3,037,187
-47,110
28
$415M 0.63%
2,868,200
+40,520
29
$406M 0.62%
5,158,561
+199,639
30
$399M 0.61%
963,489
-37,249
31
$392M 0.6%
5,119,352
-80,721
32
$388M 0.59%
1,153,498
+6,035
33
$378M 0.58%
5,962,849
-164,304
34
$377M 0.58%
751,582
-8,292
35
$359M 0.55%
3,872,772
-5,233
36
$352M 0.54%
1,640,063
+21,514
37
$350M 0.53%
4,329,847
+166,589
38
$349M 0.53%
2,475,145
+34,250
39
$348M 0.53%
4,196,824
-3,654
40
$343M 0.52%
8,794,993
-11,427
41
$328M 0.5%
1,866,814
-19,872
42
$321M 0.49%
3,966,149
+310,253
43
$319M 0.49%
1,528,545
+46,593
44
$315M 0.48%
2,718,200
+258,855
45
$315M 0.48%
1,539,916
-45,307
46
$313M 0.48%
5,341,327
-226,906
47
$309M 0.47%
2,991,554
-86,411
48
$304M 0.46%
2,588,602
+12,114
49
$303M 0.46%
5,068,882
+97,324
50
$301M 0.46%
10,246,530
-414,910
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