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
826
$5.88M 0.01%
19,815
-199
827
$5.88M 0.01%
18,502
+187
828
$5.87M 0.01%
97,901
+2,101
829
$5.86M 0.01%
35,199
+538
830
$5.79M 0.01%
73,636
-6,584
831
$5.78M 0.01%
42,710
+40,237
832
$5.74M 0.01%
56,372
-2,339
833
$5.71M 0.01%
43,296
-2,206
834
$5.7M 0.01%
86,188
-1,030
835
$5.65M 0.01%
37,122
+1,647
836
$5.62M 0.01%
23,635
+307
837
$5.59M 0.01%
17,252
+999
838
$5.58M 0.01%
225,915
-2,716
839
$5.58M 0.01%
177,153
+72,172
840
$5.58M 0.01%
23,613
-28,127
841
$5.58M 0.01%
24,471
-704
842
$5.56M 0.01%
349,526
+6,139
843
$5.56M 0.01%
91,903
+8,973
844
$5.55M 0.01%
98,819
-25,859
845
$5.54M 0.01%
193,625
+6,096
846
$5.53M 0.01%
208,743
-1,990
847
$5.51M 0.01%
121,641
+1,223
848
$5.5M 0.01%
133,630
-15,732
849
$5.5M 0.01%
268,343
-25,870
850
$5.5M 0.01%
26,606
-1,404
32 33
34
35 36