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
851
$5.47M 0.01%
108,570
-12,201
852
$5.46M 0.01%
91,098
-1,530
853
$5.46M 0.01%
74,603
-32,704
854
$5.42M 0.01%
125,034
+2,632
855
$5.42M 0.01%
96,521
+8,447
856
$5.41M 0.01%
8,213
-5,386
857
$5.38M 0.01%
94,116
-32,260
858
$5.38M 0.01%
179,463
+65,543
859
$5.38M 0.01%
74,467
+361
860
$5.37M 0.01%
114,103
-60
861
$5.35M 0.01%
8,136
-1,312
862
$5.33M 0.01%
253,573
+12,000
863
$5.32M 0.01%
211,762
-11,404
864
$5.32M 0.01%
43,325
+1,871
865
$5.27M 0.01%
92,524
+22,124
866
$5.26M 0.01%
48,425
-252
867
$5.26M 0.01%
51,130
-4,187
868
$5.24M 0.01%
28,100
-459
869
$5.18M 0.01%
45,724
+1,476
870
$5.17M 0.01%
+49,815
871
$5.14M 0.01%
198,728
+88,700
872
$5.13M 0.01%
38,166
+3,144
873
$5.13M 0.01%
35,997
+4,680
874
$5.12M 0.01%
126,387
+4,161
875
$5.12M 0.01%
23,781
+4,197
33 34
35
36 37