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
651
$9.57M 0.01%
43,702
+658
652
$9.53M 0.01%
231,320
+8,120
653
$9.53M 0.01%
164,572
+6,641
654
$9.52M 0.01%
428,803
+4,792
655
$9.51M 0.01%
433,050
-611
656
$9.5M 0.01%
137,626
-1,962
657
$9.42M 0.01%
307,910
+120,652
658
$9.37M 0.01%
212,738
+16,252
659
$9.37M 0.01%
284,276
-75,963
660
$9.36M 0.01%
308,730
+207,554
661
$9.34M 0.01%
92,519
+3,579
662
$9.33M 0.01%
108,763
-6,350
663
$9.31M 0.01%
175,958
+57,448
664
$9.29M 0.01%
132,927
+6,727
665
$9.28M 0.01%
91,329
-13,865
666
$9.27M 0.01%
44,803
+1,746
667
$9.18M 0.01%
50,192
-20,241
668
$9.18M 0.01%
146,203
-1,189
669
$9.13M 0.01%
66,969
-6,550
670
$9.12M 0.01%
408,826
-12,840
671
$9.09M 0.01%
93,624
-22,708
672
$9.08M 0.01%
239,556
+7,436
673
$9.08M 0.01%
97,495
+17,491
674
$9.04M 0.01%
13,872
+3,079
675
$9.02M 0.01%
191,966
-61,549
25 26
27
28 29