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
551
$13M 0.02%
153,647
+5,523
552
$13M 0.02%
92,778
+2,763
553
$13M 0.02%
34,455
+1,144
554
$12.9M 0.02%
206,893
+13,538
555
$12.9M 0.02%
312,571
+15,198
556
$12.9M 0.02%
250,296
+38,529
557
$12.9M 0.02%
283,869
+35,887
558
$12.8M 0.02%
255,181
+7,205
559
$12.8M 0.02%
127,187
+347
560
$12.8M 0.02%
124,191
+18,991
561
$12.8M 0.02%
135,032
-10,926
562
$12.7M 0.02%
924,678
-4,738
563
$12.7M 0.02%
134,065
+8,472
564
$12.6M 0.02%
93,616
+1,828
565
$12.6M 0.02%
190,779
-3,761
566
$12.5M 0.02%
383,775
-26,324
567
$12.5M 0.02%
204,323
-9,526
568
$12.4M 0.02%
393,861
-52,101
569
$12.4M 0.02%
177,490
-16,083
570
$12.4M 0.02%
188,627
-16,701
571
$12.4M 0.02%
33,094
-10,160
572
$12.4M 0.02%
1,652,080
573
$12.4M 0.02%
180,226
+169
574
$12.3M 0.02%
402,833
+9,950
575
$12.3M 0.02%
458,094
-65,352
21 22
23
24 25