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
476
$17.1M 0.03%
223,226
+11,148
477
$17.1M 0.03%
571,762
-20,858
478
$17M 0.03%
232,452
+9,504
479
$17M 0.03%
254,507
-6,028
480
$16.9M 0.03%
107,851
-14,634
481
$16.8M 0.03%
156,768
-92,732
482
$16.7M 0.03%
60,091
+17,248
483
$16.7M 0.03%
313,233
+60,276
484
$16.4M 0.03%
112,909
+3,509
485
$16.4M 0.02%
631,032
+7,452
486
$16.4M 0.02%
171,200
+273
487
$16.2M 0.02%
183,644
+3,338
488
$16.2M 0.02%
73,840
+29,081
489
$16.1M 0.02%
453,568
+78,380
490
$16M 0.02%
634,865
-16,605
491
$16M 0.02%
174,004
+9,776
492
$16M 0.02%
195,751
-18,690
493
$16M 0.02%
254,952
+7,200
494
$16M 0.02%
166,045
+16,182
495
$16M 0.02%
439,169
-32,393
496
$16M 0.02%
1,071,773
-264,377
497
$15.8M 0.02%
40,915
-1,600
498
$15.7M 0.02%
424,250
-2,583
499
$15.7M 0.02%
119,721
-11,108
500
$15.7M 0.02%
154,222
-676
18 19
20
21 22