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
1101
$2.88M ﹤0.01%
76,656
-710
1102
$2.88M ﹤0.01%
79,076
-1,555
1103
$2.88M ﹤0.01%
42,152
+2,595
1104
$2.87M ﹤0.01%
182,079
+11,307
1105
$2.86M ﹤0.01%
44,698
+19,248
1106
$2.86M ﹤0.01%
87,824
-95,814
1107
$2.85M ﹤0.01%
237,401
-13,157
1108
$2.82M ﹤0.01%
175,073
+719
1109
$2.82M ﹤0.01%
6,508
+4
1110
$2.82M ﹤0.01%
236,641
+173,312
1111
$2.81M ﹤0.01%
25,531
+3,768
1112
$2.81M ﹤0.01%
99,313
-1,018
1113
$2.81M ﹤0.01%
30,589
-4,182
1114
$2.81M ﹤0.01%
40,333
-1,525
1115
$2.8M ﹤0.01%
98,842
+52,737
1116
$2.8M ﹤0.01%
28,876
+723
1117
$2.79M ﹤0.01%
90,793
-1,206
1118
$2.78M ﹤0.01%
160,185
-5,498
1119
$2.77M ﹤0.01%
+59,948
1120
$2.76M ﹤0.01%
66,439
-637
1121
$2.75M ﹤0.01%
32,143
+78
1122
$2.75M ﹤0.01%
32,219
-457
1123
$2.75M ﹤0.01%
35,816
-109
1124
$2.74M ﹤0.01%
33,060
+1,049
1125
$2.74M ﹤0.01%
13,748
+1,166
43 44
45
46 47