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
1051
$3.36M 0.01%
77,684
+3,564
1052
$3.36M 0.01%
15,019
+23
1053
$3.35M 0.01%
197,862
-1,957
1054
$3.35M 0.01%
33,328
+9,076
1055
$3.33M 0.01%
34,540
+10,901
1056
$3.33M 0.01%
18,584
+503
1057
$3.31M 0.01%
13,611
+809
1058
$3.3M 0.01%
42,766
+6,440
1059
$3.3M 0.01%
13,052
+7,629
1060
$3.28M 0.01%
53,622
+44,235
1061
$3.28M 0.01%
93,282
-2,116
1062
$3.26M 0.01%
49,342
+2,349
1063
$3.26M 0.01%
40,674
-8,278
1064
$3.25M ﹤0.01%
31,568
+5,742
1065
$3.22M ﹤0.01%
38,100
+345
1066
$3.2M ﹤0.01%
102,704
+6,260
1067
$3.2M ﹤0.01%
56,279
-72,179
1068
$3.19M ﹤0.01%
135,569
-2,318
1069
$3.19M ﹤0.01%
38,841
+13,408
1070
$3.18M ﹤0.01%
37,122
-584
1071
$3.18M ﹤0.01%
36,205
+548
1072
$3.18M ﹤0.01%
60,998
+4,412
1073
$3.17M ﹤0.01%
22,591
+2,434
1074
$3.17M ﹤0.01%
24,405
-1,889
1075
$3.15M ﹤0.01%
110,699
-5,843
41 42
43
44 45