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
1126
$2.73M ﹤0.01%
83,237
-16,384
1127
$2.73M ﹤0.01%
38,804
-3,573
1128
$2.72M ﹤0.01%
64,582
+2,522
1129
$2.71M ﹤0.01%
133,509
+7,827
1130
$2.71M ﹤0.01%
58,126
+89
1131
$2.7M ﹤0.01%
78,830
+2,363
1132
$2.69M ﹤0.01%
9,995
+346
1133
$2.69M ﹤0.01%
85,380
+5,078
1134
$2.68M ﹤0.01%
27,079
+1,595
1135
$2.68M ﹤0.01%
37,807
+1,429
1136
$2.68M ﹤0.01%
45,885
-3,080
1137
$2.66M ﹤0.01%
48,704
+2,851
1138
$2.65M ﹤0.01%
17,127
-199
1139
$2.65M ﹤0.01%
34,107
-2,267
1140
$2.65M ﹤0.01%
32,479
+20,124
1141
$2.64M ﹤0.01%
53,366
+35,467
1142
$2.63M ﹤0.01%
33,919
-131
1143
$2.63M ﹤0.01%
106,536
+37,395
1144
$2.62M ﹤0.01%
168,500
-45,000
1145
$2.61M ﹤0.01%
93,996
+34,216
1146
$2.61M ﹤0.01%
161,711
+15,812
1147
$2.6M ﹤0.01%
12,193
-155
1148
$2.6M ﹤0.01%
145,474
-874
1149
$2.6M ﹤0.01%
44,150
+1,563
1150
$2.6M ﹤0.01%
75,190
+53,229
44 45
46
47 48