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
776
$6.7M 0.01%
161,288
+101,166
777
$6.7M 0.01%
22,188
+7,357
778
$6.64M 0.01%
147,366
+53,174
779
$6.63M 0.01%
181,145
+37,048
780
$6.61M 0.01%
128,980
+424
781
$6.6M 0.01%
286,402
+42,868
782
$6.6M 0.01%
39,638
+7,055
783
$6.59M 0.01%
144,403
+42,773
784
$6.59M 0.01%
486,898
-135,155
785
$6.55M 0.01%
52,007
+5,398
786
$6.55M 0.01%
63,862
-22,590
787
$6.54M 0.01%
130,415
+23,449
788
$6.5M 0.01%
63,173
+5,521
789
$6.5M 0.01%
126,254
-64,891
790
$6.47M 0.01%
84,381
-3,478
791
$6.46M 0.01%
50,715
+8,181
792
$6.45M 0.01%
57,865
+7,998
793
$6.44M 0.01%
31,207
-2,632
794
$6.42M 0.01%
119,200
795
$6.42M 0.01%
89,859
+667
796
$6.4M 0.01%
445,791
+21,920
797
$6.4M 0.01%
129,179
+51,505
798
$6.38M 0.01%
18,121
+565
799
$6.37M 0.01%
35,689
+416
800
$6.35M 0.01%
146,899
-9,300
30 31
32
33 34