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
76
$210M 0.32%
1,815,304
-51,816
77
$209M 0.32%
1,944,796
-44,932
78
$204M 0.31%
533,383
-1,554
79
$203M 0.31%
2,176,983
+62,659
80
$194M 0.3%
3,799,354
+116,082
81
$190M 0.29%
1,547,153
+107,803
82
$187M 0.29%
3,003,312
-137,391
83
$183M 0.28%
322,754
+7,598
84
$181M 0.28%
802,544
-10,461
85
$180M 0.27%
3,725,574
+144,531
86
$178M 0.27%
314,142
+6,512
87
$178M 0.27%
1,520,092
+72,690
88
$176M 0.27%
656,679
-6,892
89
$173M 0.26%
481,413
+1,315
90
$172M 0.26%
1,976,580
-12,909
91
$170M 0.26%
2,786,076
+13,510
92
$167M 0.25%
1,756,204
-44,719
93
$167M 0.25%
181,933
+16,723
94
$165M 0.25%
820,897
-13,334
95
$161M 0.25%
240,978
+10,361
96
$155M 0.24%
684,569
-347
97
$153M 0.23%
1,019,089
+74,202
98
$153M 0.23%
2,299,140
+102,140
99
$153M 0.23%
916,650
+42,363
100
$152M 0.23%
597,322
-53,013
2 3
4
5 6