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
801
$6.35M 0.01%
46,619
-2,670
802
$6.34M 0.01%
59,074
+41,059
803
$6.31M 0.01%
37,782
+730
804
$6.29M 0.01%
196,212
+9,756
805
$6.29M 0.01%
109,278
+23,007
806
$6.26M 0.01%
68,794
-431
807
$6.22M 0.01%
137,890
+33
808
$6.21M 0.01%
97,101
-6,983
809
$6.19M 0.01%
159,221
-4,970
810
$6.16M 0.01%
82,584
-44,680
811
$6.13M 0.01%
318,699
-120,584
812
$6.13M 0.01%
117,057
-14,929
813
$6.13M 0.01%
744,271
+30,638
814
$6.12M 0.01%
78,682
+12,640
815
$6.12M 0.01%
115,203
-21,933
816
$6.11M 0.01%
75,691
-21,189
817
$6.07M 0.01%
118,952
818
$6.05M 0.01%
9,052
+85
819
$6.04M 0.01%
48,118
+807
820
$6.04M 0.01%
126,922
+1,520
821
$6.03M 0.01%
74,724
+10,128
822
$6.01M 0.01%
184,192
+20,661
823
$5.97M 0.01%
37,284
+1,970
824
$5.92M 0.01%
94,763
-8,524
825
$5.89M 0.01%
88,830
+1,180
31 32
33
34 35