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
1001
$3.74M 0.01%
14,820
+6,185
1002
$3.74M 0.01%
38,517
-7,296
1003
$3.74M 0.01%
24,208
+2,558
1004
$3.73M 0.01%
26,777
+6,037
1005
$3.72M 0.01%
66,453
+1,158
1006
$3.72M 0.01%
42,052
+459
1007
$3.71M 0.01%
88,085
+5,064
1008
$3.69M 0.01%
57,329
-47,908
1009
$3.69M 0.01%
32,413
-3,943
1010
$3.67M 0.01%
24,123
-8,048
1011
$3.66M 0.01%
43,019
-2,257
1012
$3.63M 0.01%
84,645
-19,040
1013
$3.6M 0.01%
117,959
-928
1014
$3.6M 0.01%
101,620
+2,481
1015
$3.6M 0.01%
44,636
+4,591
1016
$3.58M 0.01%
138,297
+11,463
1017
$3.56M 0.01%
184,664
+4,714
1018
$3.55M 0.01%
18,814
-30
1019
$3.55M 0.01%
141,210
+2,326
1020
$3.55M 0.01%
34,298
-5,223
1021
$3.54M 0.01%
103,870
-6,201
1022
$3.52M 0.01%
14,994
+294
1023
$3.5M 0.01%
146,604
+4,660
1024
$3.5M 0.01%
99,228
+11,483
1025
$3.5M 0.01%
65,856
-9,421
39 40
41
42 43