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
501
$15.7M 0.02%
115,356
-5,225
502
$15.7M 0.02%
45,941
+338
503
$15.6M 0.02%
18,431
-3,314
504
$15.6M 0.02%
51,755
-11,410
505
$15.5M 0.02%
53,056
-837
506
$15.4M 0.02%
100,898
+4,128
507
$15.4M 0.02%
206,463
-18,586
508
$15.3M 0.02%
34,828
-1,366
509
$15.3M 0.02%
62,906
-4,049
510
$15.2M 0.02%
132,400
-5,314
511
$15.2M 0.02%
290,835
+11,859
512
$15.1M 0.02%
226,821
+192,627
513
$15M 0.02%
257,617
+40,428
514
$15M 0.02%
304,360
-5,025
515
$14.9M 0.02%
171,431
+3,282
516
$14.9M 0.02%
260,683
-13,851
517
$14.9M 0.02%
342,531
+18,452
518
$14.9M 0.02%
294,205
+24,977
519
$14.8M 0.02%
569,472
+43,608
520
$14.8M 0.02%
123,407
+3,500
521
$14.8M 0.02%
577,692
+59,028
522
$14.7M 0.02%
93,576
+1,363
523
$14.4M 0.02%
63,225
-9,797
524
$14.4M 0.02%
193,746
+23,537
525
$14.4M 0.02%
154,856
-76,866
19 20
21
22 23