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
876
$5.1M 0.01%
84,053
-37,653
877
$5.08M 0.01%
56,937
+1,617
878
$5.04M 0.01%
301,721
+22,588
879
$5.04M 0.01%
37,074
-6,589
880
$5.03M 0.01%
58,037
+2,022
881
$5M 0.01%
128,477
-10,936
882
$5M 0.01%
36,955
-5,735
883
$5M 0.01%
70,415
+8,614
884
$4.99M 0.01%
34,625
+1,961
885
$4.94M 0.01%
187,057
+15,698
886
$4.93M 0.01%
70,271
+10,789
887
$4.92M 0.01%
40,213
+507
888
$4.92M 0.01%
23,641
-775
889
$4.92M 0.01%
31,438
-1,778
890
$4.9M 0.01%
13,301
+1,719
891
$4.89M 0.01%
9,906
+438
892
$4.88M 0.01%
130,952
+293
893
$4.88M 0.01%
27,015
+6,720
894
$4.87M 0.01%
107,322
+2,568
895
$4.86M 0.01%
11,116
+514
896
$4.85M 0.01%
106,992
-4,894
897
$4.81M 0.01%
16,507
+342
898
$4.8M 0.01%
72,018
+437
899
$4.76M 0.01%
92,222
+58,760
900
$4.76M 0.01%
95,234
+5,848
34 35
36
37 38