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
526
$14.4M 0.02%
110,993
-5,736
527
$14.4M 0.02%
46,389
+7
528
$14.3M 0.02%
359,419
+10,124
529
$14.2M 0.02%
28,887
-1,262
530
$14.2M 0.02%
340,259
+49,162
531
$14.1M 0.02%
154,079
-6,300
532
$13.9M 0.02%
251,955
+7,046
533
$13.9M 0.02%
80,525
+2,419
534
$13.9M 0.02%
57,764
-24,467
535
$13.9M 0.02%
96,911
-3,522
536
$13.8M 0.02%
148,398
+10,944
537
$13.7M 0.02%
173,847
-17,319
538
$13.6M 0.02%
116,986
-4,703
539
$13.6M 0.02%
291,303
+3,637
540
$13.6M 0.02%
250,617
-20,079
541
$13.5M 0.02%
542,876
-100,315
542
$13.4M 0.02%
417,971
+12,161
543
$13.4M 0.02%
166,624
-18,310
544
$13.4M 0.02%
23,634
+1,191
545
$13.3M 0.02%
42,662
+197
546
$13.2M 0.02%
51,828
+1,756
547
$13.2M 0.02%
55,658
-3,460
548
$13.1M 0.02%
143,444
+1,326
549
$13.1M 0.02%
108,924
-1,305
550
$13.1M 0.02%
554,286
-32,061
20 21
22
23 24