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
1076
$3.13M ﹤0.01%
59,484
-285
1077
$3.13M ﹤0.01%
55,776
+1,492
1078
$3.12M ﹤0.01%
184,564
-2,932
1079
$3.11M ﹤0.01%
44,892
-1,092
1080
$3.09M ﹤0.01%
30,501
-276
1081
$3.04M ﹤0.01%
22,017
+514
1082
$3.04M ﹤0.01%
55,731
+3,919
1083
$3.03M ﹤0.01%
44,858
-2,713
1084
$3.02M ﹤0.01%
26,093
-9,271
1085
$3.01M ﹤0.01%
22,448
+155
1086
$3M ﹤0.01%
99,598
+5,234
1087
$2.99M ﹤0.01%
86,981
+1,085
1088
$2.98M ﹤0.01%
75,963
-1,302
1089
$2.98M ﹤0.01%
22,915
-993
1090
$2.97M ﹤0.01%
61,448
+1,695
1091
$2.96M ﹤0.01%
34,895
-9,076
1092
$2.95M ﹤0.01%
65,783
+22,792
1093
$2.95M ﹤0.01%
50,017
-1,681
1094
$2.94M ﹤0.01%
72,337
+32,946
1095
$2.93M ﹤0.01%
223,747
+48,744
1096
$2.92M ﹤0.01%
114,953
+2,962
1097
$2.91M ﹤0.01%
144,123
-824
1098
$2.9M ﹤0.01%
57,890
+11,595
1099
$2.89M ﹤0.01%
36,610
-176
1100
$2.88M ﹤0.01%
125,370
-1,994
42 43
44
45 46