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
976
$3.92M 0.01%
81,459
+5,099
977
$3.92M 0.01%
43,962
+425
978
$3.91M 0.01%
66,573
+14,751
979
$3.91M 0.01%
68,432
+29,222
980
$3.9M 0.01%
49,922
-1,720
981
$3.9M 0.01%
25,464
+1,516
982
$3.9M 0.01%
44,856
+1,758
983
$3.88M 0.01%
21,193
-919
984
$3.86M 0.01%
116,524
+4,199
985
$3.85M 0.01%
71,615
-3,504
986
$3.83M 0.01%
150,899
+97,445
987
$3.83M 0.01%
89,655
-31,285
988
$3.83M 0.01%
87,335
+739
989
$3.82M 0.01%
99,505
+2,120
990
$3.82M 0.01%
82,256
-4,921
991
$3.82M 0.01%
52,694
-86
992
$3.81M 0.01%
22,011
+7,624
993
$3.78M 0.01%
141,081
+6,080
994
$3.78M 0.01%
63,878
+8,823
995
$3.78M 0.01%
68,446
+29,670
996
$3.77M 0.01%
40,608
+22,562
997
$3.77M 0.01%
42,977
-1,398
998
$3.76M 0.01%
55,460
-5,051
999
$3.75M 0.01%
63,080
-446
1000
$3.74M 0.01%
73,166
-2,022
38 39
40
41 42