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
1151
$2.6M ﹤0.01%
42,855
-12,097
1152
$2.59M ﹤0.01%
38,265
-906
1153
$2.58M ﹤0.01%
78,551
+14,198
1154
$2.58M ﹤0.01%
46,497
+38,812
1155
$2.58M ﹤0.01%
184,500
+3,291
1156
$2.58M ﹤0.01%
61,363
+33,858
1157
$2.58M ﹤0.01%
25,228
-481
1158
$2.58M ﹤0.01%
46,982
+6,438
1159
$2.57M ﹤0.01%
31,770
+5,373
1160
$2.56M ﹤0.01%
69,117
+7,036
1161
$2.56M ﹤0.01%
51,925
-7,541
1162
$2.56M ﹤0.01%
98,030
+26,964
1163
$2.55M ﹤0.01%
38,651
-433
1164
$2.55M ﹤0.01%
238,091
+136,716
1165
$2.55M ﹤0.01%
96,602
+59,281
1166
$2.53M ﹤0.01%
13,998
-2,481
1167
$2.53M ﹤0.01%
22,614
+8,000
1168
$2.53M ﹤0.01%
29,571
+15,685
1169
$2.53M ﹤0.01%
45,264
-27,380
1170
$2.52M ﹤0.01%
27,872
-937
1171
$2.52M ﹤0.01%
+13,683
1172
$2.52M ﹤0.01%
10,950
+565
1173
$2.51M ﹤0.01%
14,251
+1,979
1174
$2.49M ﹤0.01%
9,470
+364
1175
$2.49M ﹤0.01%
10,630
+1,744
45 46
47
48 49