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
626
$10.5M 0.02%
33,373
+16,101
627
$10.5M 0.02%
274,347
+29,324
628
$10.3M 0.02%
40,373
-3,731
629
$10.2M 0.02%
96,555
-4,672
630
$10.2M 0.02%
167,802
-14,606
631
$10.2M 0.02%
177,900
+5,781
632
$10.2M 0.02%
382,833
+73,284
633
$10.2M 0.02%
94,645
+133
634
$10.2M 0.02%
99,028
+3,414
635
$10.1M 0.02%
86,722
+12,174
636
$10M 0.02%
97,701
+11,442
637
$10M 0.02%
197,553
-1,512
638
$9.99M 0.02%
63,200
-1,373
639
$9.91M 0.02%
60,221
-7,994
640
$9.9M 0.02%
74,512
-12,934
641
$9.86M 0.02%
150,241
+14,178
642
$9.86M 0.02%
77,010
+1,559
643
$9.84M 0.02%
125,565
+22,722
644
$9.81M 0.02%
128,533
+311
645
$9.78M 0.01%
64,933
+1,762
646
$9.77M 0.01%
157,494
+18,288
647
$9.77M 0.01%
93,633
+4,836
648
$9.73M 0.01%
382,584
-812
649
$9.64M 0.01%
208,206
+18,468
650
$9.62M 0.01%
89,248
+2,086
24 25
26
27 28