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
576
$12.3M 0.02%
115,807
-2,419
577
$12.3M 0.02%
263,314
-26,412
578
$12.3M 0.02%
85,132
-10,816
579
$12.2M 0.02%
218,315
-20,227
580
$12.2M 0.02%
141,957
-3,693
581
$12.2M 0.02%
36,349
-4,547
582
$11.9M 0.02%
548,055
-63,127
583
$11.9M 0.02%
73,924
+2,229
584
$11.9M 0.02%
105,264
-897
585
$11.8M 0.02%
185,452
-1,718
586
$11.8M 0.02%
202,207
+48,330
587
$11.7M 0.02%
118,201
+74,747
588
$11.6M 0.02%
252,444
-30,243
589
$11.6M 0.02%
151,823
+9,022
590
$11.5M 0.02%
50,227
-1,013
591
$11.5M 0.02%
427,884
+212,596
592
$11.5M 0.02%
592,531
-24,166
593
$11.4M 0.02%
169,366
+12,011
594
$11.4M 0.02%
255,767
-19,988
595
$11.4M 0.02%
424,458
-39,016
596
$11.4M 0.02%
119,270
+4,953
597
$11.4M 0.02%
143,190
+114,109
598
$11.4M 0.02%
60,219
+1,707
599
$11.4M 0.02%
45,242
-880
600
$11.3M 0.02%
139,693
-11,627
22 23
24
25 26