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
601
$11.3M 0.02%
167,590
+6,066
602
$11.3M 0.02%
168,076
+23,972
603
$11.2M 0.02%
238,890
-2,655
604
$11.2M 0.02%
6,374
-175
605
$11.2M 0.02%
53,492
+330
606
$11.2M 0.02%
387,635
-37,370
607
$11.2M 0.02%
54,254
+4,636
608
$11.1M 0.02%
379,781
-422,895
609
$11.1M 0.02%
139,325
-19,950
610
$11M 0.02%
57,335
-5,036
611
$10.9M 0.02%
472,254
+15,701
612
$10.9M 0.02%
273,538
-98,408
613
$10.9M 0.02%
255,765
-40,126
614
$10.8M 0.02%
59,562
+10,705
615
$10.8M 0.02%
143,714
-8,807
616
$10.8M 0.02%
147,405
-9,935
617
$10.8M 0.02%
339,011
+17,193
618
$10.7M 0.02%
52,789
+1,956
619
$10.7M 0.02%
325,498
-19,100
620
$10.6M 0.02%
146,241
-9,321
621
$10.6M 0.02%
27,124
+1,518
622
$10.6M 0.02%
237,990
-4,098
623
$10.5M 0.02%
51,523
+3,750
624
$10.5M 0.02%
92,266
+4,698
625
$10.5M 0.02%
77,339
-14,095
23 24
25
26 27