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
701
$8.37M 0.01%
199,218
+970
702
$8.36M 0.01%
170,054
-38,002
703
$8.35M 0.01%
122,320
-56,718
704
$8.34M 0.01%
42,445
-7,018
705
$8.31M 0.01%
73,553
-3,148
706
$8.31M 0.01%
164,714
+537
707
$8.29M 0.01%
205,579
+154,710
708
$8.28M 0.01%
56,310
-864
709
$8.26M 0.01%
76,575
+1,746
710
$8.25M 0.01%
131,324
+2,195
711
$8.23M 0.01%
1,098,891
-500
712
$8.22M 0.01%
164,938
-10,915
713
$8.18M 0.01%
221,630
+7,000
714
$8.18M 0.01%
313,153
-24,702
715
$8.17M 0.01%
121,953
-7,114
716
$8.16M 0.01%
93,708
+2,478
717
$8.16M 0.01%
73,624
-8,820
718
$8.13M 0.01%
31,221
-1,627
719
$8.13M 0.01%
267,225
+22,018
720
$8.12M 0.01%
176,826
-54,988
721
$8.07M 0.01%
77,727
+1,305
722
$7.99M 0.01%
116,386
-30,386
723
$7.99M 0.01%
169,618
+14,269
724
$7.98M 0.01%
72,938
-1,085
725
$7.97M 0.01%
253,412
+25,794
27 28
29
30 31