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
951
$4.2M 0.01%
164,152
-29,752
952
$4.19M 0.01%
17,139
+1,259
953
$4.18M 0.01%
25,275
+756
954
$4.18M 0.01%
76,570
-355
955
$4.16M 0.01%
32,176
+5,324
956
$4.15M 0.01%
148,748
+4,211
957
$4.13M 0.01%
68,700
-5,815
958
$4.12M 0.01%
136,338
-19,335
959
$4.11M 0.01%
34,341
-491
960
$4.1M 0.01%
79,170
+618
961
$4.09M 0.01%
9,854
+340
962
$4.08M 0.01%
36,114
-30,262
963
$4.07M 0.01%
203,184
-3,831
964
$4.03M 0.01%
224,951
-1,413
965
$4.03M 0.01%
154,758
+8,787
966
$4.03M 0.01%
31,193
-2,080
967
$4.03M 0.01%
24,850
-17,445
968
$4.01M 0.01%
133,568
-39,272
969
$4M 0.01%
202,213
+5,661
970
$4M 0.01%
101,866
+10,036
971
$3.99M 0.01%
47,466
-1,540
972
$3.98M 0.01%
42,524
-1,937
973
$3.96M 0.01%
178,517
-40,680
974
$3.95M 0.01%
19,331
-381
975
$3.95M 0.01%
16,626
+723
37 38
39
40 41