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
901
$4.75M 0.01%
34,594
-86,580
902
$4.71M 0.01%
45,443
+11,247
903
$4.66M 0.01%
124,462
-22,690
904
$4.66M 0.01%
219,930
-66,584
905
$4.65M 0.01%
17,982
-372
906
$4.65M 0.01%
72,760
-4,875
907
$4.62M 0.01%
67,381
+59,501
908
$4.62M 0.01%
93,381
-25,409
909
$4.61M 0.01%
106,335
-3,290
910
$4.61M 0.01%
75,954
-766
911
$4.58M 0.01%
19,860
+225
912
$4.56M 0.01%
18,990
+2,777
913
$4.54M 0.01%
50,316
+1,860
914
$4.54M 0.01%
144,099
+4,015
915
$4.54M 0.01%
9,777
+2,642
916
$4.52M 0.01%
65,420
-40,180
917
$4.5M 0.01%
49,719
-1,311
918
$4.49M 0.01%
61,654
-9,235
919
$4.48M 0.01%
73,244
+94
920
$4.48M 0.01%
170,500
921
$4.47M 0.01%
41,550
-1,509
922
$4.46M 0.01%
51,204
+3,181
923
$4.45M 0.01%
77,729
+663
924
$4.45M 0.01%
35,331
+940
925
$4.45M 0.01%
60,256
-10,965
35 36
37
38 39