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
926
$4.43M 0.01%
38,565
-28,312
927
$4.42M 0.01%
108,264
-1,218
928
$4.4M 0.01%
81,733
-15,614
929
$4.39M 0.01%
79,456
-867
930
$4.37M 0.01%
105,078
+20,465
931
$4.37M 0.01%
104,281
+8,142
932
$4.36M 0.01%
32,042
+2,891
933
$4.34M 0.01%
108,511
-1,639
934
$4.33M 0.01%
21,649
+3,899
935
$4.32M 0.01%
264,370
-8,216
936
$4.32M 0.01%
130,295
-728,221
937
$4.29M 0.01%
38,349
-5,731
938
$4.28M 0.01%
163,303
+117,094
939
$4.28M 0.01%
210,777
-127,932
940
$4.26M 0.01%
195,709
+66,811
941
$4.26M 0.01%
27,788
+1,090
942
$4.25M 0.01%
116,984
-22,635
943
$4.25M 0.01%
71,002
-16,492
944
$4.24M 0.01%
57,548
-3,134
945
$4.23M 0.01%
293,186
+33,729
946
$4.23M 0.01%
110,573
+12,406
947
$4.23M 0.01%
212,944
+16,588
948
$4.21M 0.01%
12,421
+657
949
$4.2M 0.01%
68,653
-7,715
950
$4.2M 0.01%
306,089
-338,678
36 37
38
39 40