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
1026
$3.5M 0.01%
49,890
-10,913
1027
$3.49M 0.01%
106,955
-115,882
1028
$3.48M 0.01%
10,838
-670
1029
$3.48M 0.01%
6,579
-2,642
1030
$3.48M 0.01%
120,072
+40,367
1031
$3.47M 0.01%
61,002
+96
1032
$3.47M 0.01%
184,196
+2,149
1033
$3.46M 0.01%
115,054
-22,118
1034
$3.46M 0.01%
146,734
+34,462
1035
$3.45M 0.01%
64,941
-31,200
1036
$3.45M 0.01%
19,889
-1,872
1037
$3.44M 0.01%
68,337
+3,564
1038
$3.44M 0.01%
37,043
+1,133
1039
$3.43M 0.01%
10,457
+356
1040
$3.42M 0.01%
208,507
-34,091
1041
$3.42M 0.01%
79,651
+3,329
1042
$3.41M 0.01%
37,050
+7,211
1043
$3.41M 0.01%
148,044
-1,596
1044
$3.4M 0.01%
71,484
+1,091
1045
$3.4M 0.01%
29,259
-11,542
1046
$3.39M 0.01%
+24,603
1047
$3.39M 0.01%
43,987
+11,412
1048
$3.37M 0.01%
22,639
+526
1049
$3.37M 0.01%
37,188
-325
1050
$3.36M 0.01%
572,992
-10,906
40 41
42
43 44