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
676
$8.99M 0.01%
252,928
+13,115
677
$8.97M 0.01%
416,995
-61,008
678
$8.95M 0.01%
57,218
+1,984
679
$8.94M 0.01%
363,780
+9,213
680
$8.91M 0.01%
11,796
-570
681
$8.87M 0.01%
160,776
+19,564
682
$8.86M 0.01%
101,254
+10,359
683
$8.77M 0.01%
309,173
+4,312
684
$8.73M 0.01%
280,165
+8,613
685
$8.73M 0.01%
10,517
+500
686
$8.72M 0.01%
90,232
-86
687
$8.67M 0.01%
71,732
+1,596
688
$8.62M 0.01%
179,998
+250
689
$8.56M 0.01%
103,261
+21,944
690
$8.54M 0.01%
72,573
-644
691
$8.52M 0.01%
85,316
-2,361
692
$8.52M 0.01%
50,679
+2,012
693
$8.5M 0.01%
89,959
-65,862
694
$8.49M 0.01%
150,679
+10,891
695
$8.46M 0.01%
4,982
-2,613
696
$8.45M 0.01%
80,648
-1,896
697
$8.45M 0.01%
63,864
-6,787
698
$8.42M 0.01%
288,393
-46,185
699
$8.4M 0.01%
560,286
+7,504
700
$8.4M 0.01%
60,583
+3,048
26 27
28
29 30