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
751
$7.23M 0.01%
77,425
-6,127
752
$7.2M 0.01%
46,304
+5,740
753
$7.19M 0.01%
20,602
-188
754
$7.11M 0.01%
155,118
+37,266
755
$7.11M 0.01%
64,692
+66
756
$7.1M 0.01%
58,508
-644
757
$7.08M 0.01%
256,294
-17,580
758
$7.07M 0.01%
214,259
-15,637
759
$7.06M 0.01%
116,347
-17,120
760
$7.06M 0.01%
168,248
+42,974
761
$7.05M 0.01%
180,471
+38,794
762
$7.05M 0.01%
193,603
+25,904
763
$7.04M 0.01%
34,712
-1,730
764
$6.95M 0.01%
191,540
-11,076
765
$6.86M 0.01%
110,479
+56,262
766
$6.85M 0.01%
30,713
+786
767
$6.84M 0.01%
135,547
-61,556
768
$6.81M 0.01%
49,958
+846
769
$6.74M 0.01%
55,046
+1,182
770
$6.73M 0.01%
277,136
+4,153
771
$6.72M 0.01%
94,895
+11,340
772
$6.72M 0.01%
34,177
-19,358
773
$6.71M 0.01%
67,471
+10,475
774
$6.71M 0.01%
34,656
-279
775
$6.7M 0.01%
170,817
+29,394
29 30
31
32 33