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
726
$7.94M 0.01%
110,450
+9,845
727
$7.87M 0.01%
109,383
+22,774
728
$7.84M 0.01%
244,735
-712
729
$7.78M 0.01%
258,593
+93,417
730
$7.72M 0.01%
24,260
+1,054
731
$7.68M 0.01%
46,495
+3,132
732
$7.68M 0.01%
+57,996
733
$7.67M 0.01%
163,176
-8,338
734
$7.66M 0.01%
47,936
-10,199
735
$7.65M 0.01%
74,213
+910
736
$7.64M 0.01%
175,954
+16,130
737
$7.63M 0.01%
265,130
-53,508
738
$7.61M 0.01%
159,288
-10,945
739
$7.6M 0.01%
32,800
-1,965
740
$7.58M 0.01%
64,938
-6,924
741
$7.56M 0.01%
63,785
+2,948
742
$7.41M 0.01%
+280,804
743
$7.39M 0.01%
106,707
-4,633
744
$7.38M 0.01%
118,803
-8,744
745
$7.38M 0.01%
142,712
-15,282
746
$7.34M 0.01%
204,605
-18,374
747
$7.33M 0.01%
89,390
-643
748
$7.32M 0.01%
42,003
-2,190
749
$7.32M 0.01%
469,163
+33,945
750
$7.31M 0.01%
195,979
+338
28 29
30
31 32